Skip Waldman

Skip Waldman General Information

Biography

Mr. Skip Waldman served as Senior Vice President, Investments at Raymond James & Associates. He manages investments for clients consisting of wealthy families, business owners, entrepreneurs and corporate executive types. He is skillfully conversant with transaction based portfolios, as well as discretionary portfolio management styles, trusts, wills, financial consulting and estate planning services. Skip joined Raymond James & Associates in early 2009. From 2002 until 2009, he served as Vice President/Wealth Consultant for Northern Trust, essentially providing the same services for his clients while managing over $300 million in assets. Skip also has deep experience in the institutional and private capital markets, having managed large financial portfolios at TIAA-CREF, Bank of New York Capital Markets and Dispatch Broadcasting. Skip earned his MBA-Finance at Babson Graduate School of Business, Wellesley, Massachusetts and earned his undergraduate degree at Babson College.