Raymond James Investment Management
Greg Serota is an experienced finance professional currently serving as an Institutional Client Portfolio Specialist at Raymond James Investment Management since August 2022. Prior to this role, Greg worked at Carillon Tower Advisers for over 12 years as a Senior Analyst focusing on RFPs and Consultant Reporting, and began his career at Eagle Asset Management as an Accounting Associate. Greg holds a degree in Accounting from the University of South Florida.
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Raymond James Investment Management
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Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the strength and stability of a full-service firm. We believe providing a lineup of institutional-class portfolio managers — spanning a wide range of disciplines and investing vehicles — is the best way to help investors seek their long-term financial goals. At Raymond James Investment Management, our multi-boutique structure allows us to provide scalable business-support solutions to distinct and talented investment teams at Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Scout Investments, and Reams Asset Management (a division of Scout Investments). Discover the forward-thinking, global approach Raymond James Investment Management and our boutique investment managers employ in delivering value to our clients.