Judson Potter

Managing Director- Complex Manager

Raymond James & Associates

New York, New York

Professional Profile

Call Me When

Call Me When... You're seeking a nimble firm for either M&A advisory on the transaction side, or wealth planning for owners on the pre-planning or divestiture side.

Contact Method

Email

Profession

  • M&A Intermediary
  • Wealth Planner
  • Professional Certifications

    Certified Financial Planner

    Transition Planning Certification

    Functional Expertise

  • Buy side/Acquisitions
  • Capital markets
  • Charitable giving
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Private equity
  • Private placements
  • Probate
  • Retirement
  • Risk management
  • Sales
  • Sell side/Divestiture
  • Trusts
  • Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Business Focus

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Website

    Twitter

    LinkedIn

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