R.J. Weinberg Vice President Senior Asset Management Consultant

R.J. Weinberg is a Vice President, Senior Asset Management Consultant, in the Asset Management Services department at Raymond James & Associates. He joined Raymond James’ Asset Management Services department in 2005 to support RJ advisors. In this role, R.J. acted as a technical consultant on all mutual fund model portfolios available through the department and developed client solutions for advisors. In 2006, RJ was promoted to assistant vice president of Florida. In this role, RJ helped advisors in the state to grow their practice using managed fee based product. In 2012, RJ was promoted to an asset management consultant for the southern half of the U.S., and, in 2014, he was asked to become the vice president of the southeast, from Alabama to North Carolina. In this capacity, R.J. is responsible for supporting advisors on a face-to-face basis by providing updated investment information that may impact their client assets, such as changes to portfolio allocations, managers or capital market assumptions; assisting in client meetings and events; and presenting ideas on managing and developing their business.

R.J. received his BS in Finance from Youngstown State University.