Raymond James has welcomed financial advisors Cory Matsumoto, Rey Carandang, and Genae Affrunti to Raymond James & Associates, the firm’s employee advisor channel. Operating as Capital Reserve Group of Raymond James in Newport Beach, California, the team arrives from Comerica, where they managed $5.4 billion in client assets.
The team provides financial planning, investment management, and institutional consulting services to families, individuals, business owners, corporate executives, family offices, retirees, endowments, foundations, and nonprofits. They are joined by Senior Registered Client Relationship Associate Julia Bica and Client Relationship Associate Brian Toyama.
Matsumoto, senior vice president of wealth management, began his financial services career in 2001 and joins RJA after 20 years at his previous firm. Carandang brings 25 years of industry experience to his role as senior vice president of wealth management. Affrunti, also senior vice president of wealth management, began her career in 2001 and joins after 12 years at her previous firm.
KEY QUOTES:
“After an extensive evaluation of the marketplace, Raymond James distinguished itself through its institutional capabilities, nationally recognized fixed income platform, financial strength and long-term commitment to advisor independence. We are excited to partner with a firm that shares our commitment to long-term relationships and putting clients first.”
Cory Matsumoto, Senior Vice President of Wealth Management, Raymond James
“Cory, Rey and Genae bring a sophisticated practice to Raymond James, and they make an impactful addition to our Western presence. The team’s focus on thoughtful guidance for families, businesses and institutions upholds the firm’s client-first culture and emphasis on personalized service.”
John Simmons, West Coast Regional Director, Raymond James & Associates
