Our Executive Committee is comprised of industry veterans who bring a wealth of expertise to Raymond James Investment Counsel and are responsible for the strategic direction of the firm, day-to-day operations, and corporate governance.
David joined Raymond James Investment Counsel in July 2019 with a focus on building the portfolio management affiliation channel within Raymond James and was appointed as President of Raymond James Investment Counsel effective July 1, 2021.
Prior to joining Raymond James David was COO at a multi-family office and prior to that spent 7 years as COO at National Bank Correspondent Network. David has over 30 years’ experience in finance, investment operations, consulting and risk and regulation at a senior executive level. He has acted as CFO for both IIROC member and PM firms in addition to holding senior business development responsibilities. He has presented extensively at industry conferences and events and is actively involved in investment industry advisory boards, working groups and committees.
David is a CFA Charterholder, holds a Finance MBA from the Shulich School of Business at York university, and is a Chartered Professional Accountant (CA).
David Burnes is head of Raymond James Correspondent Services, the custodian for Raymond James Investment Counsel. David is an industry veteran who joined Raymond James in June 2013 from National Bank of Canada where he was the Chief Executive Officer of NB's Correspondent Network (NBCN) and instrumental in growing that business over the past 20 years.
[email protected] Direct: 604-654-1355
Robb Bassett is responsible for protecting the integrity of the firm through oversight of regulatory compliance. His position also entails creating an environment for the Portfolio Managers and the clients that is conducive to creating the most effective wealth management solutions.