Noel Henderson-James joins Raymond James Tax Credit Funds

07 April 2016 Consultancy.uk

Raymond James has picked up housing expert Noel Henderson-James, who joins the firm from The Richman Group. Henderson-James takes on the role of Associate Director of acquisitions for the Northeast region, and is based in the firm's Florida headquarter. In the role, he will leverage his more than 16 years of experience to provide clients with expertise in property acquisitions, managing existing business and cultivating relationships with developers and investors.

Previous to joining Raymond James, Noel Henderson-James was Vice President at The Richman Group for more than five years. Between 2006 and 2010, Henderson-James worked at the Gulf Coast Housing Partnership as a Project Manager and prior to that he served the Michaels Development Company as a Development Coordinator for more than two years. He started his career in 2000 at the National Equity Fund as an Acquisitions Officer and later on worked for Thrush Development Companies as a Financial Analyst for almost two years.

Henderson-James holds a Bachelor of Arts in History from Carleton College and a Master's of Urban Planning and Policy from the University of Illinois at Chicago.

Noel Henderson James - Raymond James

Henderson-James joins the Tax Credit Funds unit of Raymond James (RJTCF) as an Associate Director of acquisitions for the Northeast region. The new hire brings in more than 16 years of low income housing tax credit (LIHTC) business experience to the firm, as well as significant experience in the affordable housing sector. Henderson-James will be charged with supporting clients in the areas of property acquisitions, managing existing business and cultivating relationships with developers and investors. 

Darryl Seavey, managing director of the Northeast region, adds, “We are very excited to have Noel on board. His diverse skills and industry experiences, combined with RJTCF’s vast resources and diverse investor relationships, will make him an integral part of the RJTCF team.”

“Noel is well-regarded for delivering superior service to his developer clients,” says Steve Kropf, President and CEO of RJTCF. “Improving communities and offering our investor clients quality and impactful investment opportunities is the core of our business, and we’re looking forward to Noel’s assistance as we continue to expand our market-leading national platform.” 

With over 6,700 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas, Raymond James is one of the largest financial services companies in North America.

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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.