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Jack A. Brodsky, CFA, CAIA

Vice President, Institutional Sales
Raymond James Investment Management

Jack is a Vice President of Institutional Sales at Raymond James Investment Management.  Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. Jack joined Chartwell in 2022. Previously, Jack was a Vice President of Taft-Hartley Services with Chartwell’s Marketing and Client Service team. Prior to joining Chartwell, he was a Senior Consultant for NEPC. Jack also worked at Wells Fargo Bank as a Portfolio Manager and as a Financial Advisor.


  • B.A. in Economics from University of North Carolina – Chapel Hill
  • CFA®; charterholder and member of the CFA®Institute and the CFA®Society of Nevada
  • Holds the CAIA® designation