Steve is Group Chief Compliance Officer for Raymond James Wealth Management Group Limited, Raymond James Investment Services Limited and Raymond James Wealth Management Limited. He joined Raymond James Investment Services Limited in April 2024, and Charles Stanley & Co. Limited (since renamed Raymond James Wealth Management Limited) as Head of Compliance and Money Laundering Reporting Officer in July 2016. Steve was previously Head of EMEA Compliance for Julius Baer following its acquisition of the non-US wealth management business of Bank of America, where he supported the successful integration process.