Gary Handler

Managing Director

Gary Handler is a seasoned investment professional with extensive experience in retirement program consulting. Currently serving as Managing Director and Senior Vice President of Investments at Raymond James since March 2014, Gary leads an investment committee focusing on the complexities of retirement plan management. Prior to this role, Gary held the position of Senior Vice President at UBS Wealth Management, specializing in retirement programs for major corporations, and was instrumental in establishing the Handler Investment Consulting team at RBC Dain Rauscher, catering to corporate plan fiduciaries. Earlier in Gary's career, significant roles included Executive Director at Oppenheimer & Co., where a focus on retirement programs complemented portfolio management for individual investors, and Vice President at Smith Barney. Gary holds a Master of Business Administration in Entrepreneurship from the University of Southern California and a Bachelor of Science in Accounting from the same institution.

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