Raymond James adds Jonathan Santelli as General Counsel

31 March 2016 Consultancy.uk

Jonathan Santelli will join Raymond James in May this year, moving from First Republic Bank. Santelli will replace the firm's retiring legal veteran Paul Matecki as General Counsel and Corporate Secretary.

Jonathan Santelli is currently the Senior Vice President & Deputy General Counsel at the First Republic Bank. In the role, which he has been in for two years, Santelli is responsible for legal and compliance. Prior to that, Santelli worked as a Managing Director at the Bank of America, where he was, among others, responsible for legal cover to products, including bank deposit and credit products, offered to the affluent. Previously, Santelli, worked at the Bank of America Merrill Lynch for a short stint, in 2009, during the failed integration of Merrill Lynch with the Bank of America, and was a Managing Director and General Counsel for Global Principal Investments at the firm. In 2000, Santelli started at Merrill Lynch, where he was the lead M&A lawyer for many of the firm’s acquisitions, including the firm’s merger with Bank of America. Santelli started his career at law firm Clifford Chance in the US as an Associate in 1996. 

Santelli holds a Bachelor of Arts in Economics and Accounting from College of the Holy Cross and a Juris Doctor from Saint John's University School of Law. 

Jonathan Santelli - Raymond James

As per May this year, Santelli will start at Raymond James, with over 6,700 financial advisors of the largest financial services companies in North America. In his new role, he will guide the firm through changes within the legal territory of its, and its clients’, business, as well as support the firm’s executive board.

Santelli replaces incumbent General Counsel and Corporate Secretary Paul Matecki, who recently announced his intention to retire as per September of this year. Matecki, who joined the firm in 1989, has provided significant guidance to the firm’s Legal department throughout the firm’s rapid growth, collaborating closely with the firm’s executive in areas such as acquisitions, firm equity offerings and corporate governance. “In an industry that operates under constant legal and regulatory scrutiny with evolving and sometimes uncertain rules, Paul has helped Raymond James navigate these waters with a steady hand and our stakeholders’ best interests at heart throughout his career,” says Raymond James CEO Paul Reilly. “The firm leaned heavily on his expertise, and he will be greatly missed.”

In the coming months Santelli will work with Matecki to transfer duties. He will report to both Reilly and COO Dennis Zank. “As our search progressed, it became clear that Jonathan is the right choice for this important role,” Zank says. “We look forward to his leadership as we tackle the industry’s complicated and evolving regulatory challenges.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.