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Berwyn Today
By the People, for the People
Raymond James Appoints New COO for Private Client Group
Patrick O'Connor will oversee growth initiatives and strategy execution across the firm's advisor channels.
Apr. 16, 2026 at 7:11pm
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A sleek, modern desk organizer symbolizes the tools and technology that empower financial advisors to deliver personalized wealth management services.Berwyn TodayRaymond James has appointed Patrick O'Connor as the new chief operating officer of its U.S. Private Client Group, effective May 15. O'Connor, a 24-year veteran at Raymond James, will oversee growth initiatives, strategy execution, education and support functions across all affiliation models within the Private Client Group.
Why it matters
The appointment of a seasoned leader like O'Connor to the COO role signals Raymond James' commitment to supporting its advisor network and driving growth in its private client business. O'Connor's deep institutional knowledge and client-centric approach are expected to strengthen the firm's wealth management offerings and help advisors deepen relationships with their clients.
The details
As COO of the Private Client Group, O'Connor will be responsible for leading key strategic initiatives and further enhancing Raymond James' wealth management capabilities. He previously served as COO of the firm's employee advisor channel and held senior roles in its wealth, retirement, portfolio solutions and alternative investments groups.
- Patrick O'Connor will assume the COO role at Raymond James' Private Client Group effective May 15, 2026.
The players
Patrick O'Connor
A 24-year veteran at Raymond James who has been appointed as the new chief operating officer of the firm's U.S. Private Client Group.
Tash Elwyn
The president of Raymond James' Private Client Group, who praised O'Connor's deep institutional knowledge and client-first mindset.
What they’re saying
“With more than 24 years at Raymond James, Patrick has made a lasting impact on our private client business by embodying our core values. His deep institutional knowledge, client-first mindset and proven leadership uniquely position him to lead key strategic initiatives and further strengthen our wealth management business—supporting advisors in deepening relationships and delivering personalized outcomes for the clients they serve.”
— Tash Elwyn, President, Private Client Group
The takeaway
The appointment of Patrick O'Connor as COO of Raymond James' Private Client Group underscores the firm's commitment to supporting its advisor network and enhancing its wealth management capabilities. O'Connor's deep experience and client-centric approach are expected to drive strategic growth initiatives and strengthen the firm's position in the private client market.
