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MFWire: Carillon Family of Funds
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Raymond James
880 Carillon Parkway
St. Petersburg, FL  33716
Google Maps

Main Phone: 800-237-3101
Web Site: http://www.carillontower.com

Mutual Fund Brand(s)
Carillon Family of Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In October 2022, Raymond James rebranded its Carillon Tower Advisers unit as Raymond James Investment Management. Yet the unit's six boutiques are keeping their names, and the asset manager's mutual fund family will remain known as the Carillon Family of Funds.

    Raymond James Investment Management is a multiboutique asset manager and a subsidiary of Raymond James Financial, Inc., a publicly traded broker-dealer. RayJay created the multiboutique in 2016 as the parent of three boutiques. Raymond James Investment Management's first boutique, Eagle Asset Management, traces its roots back to 1976, and it debuted its mutual fund family (now part of the Carillon funds) in 1985.

    Raymond James Investment Management's boutique affiliates include:

    -St. Petersburg, Florida-based Eagle, which offers fundamental equity and fixed-income strategies;

    -San Diego, California-based ClariVest Asset Management, an institutional manager which traces its roots back to 2006 (RayJay first invested in ClariVest in 2012, before taking full ownership in 2019);

    -Toronto, Ontario-based Cougar Global Investments, an ETF strategist (RayJay bought Cougar in 2015);

    -Kansas City, Missouri-based Scout Investments, an equity manager with roots going back to 1982 (RayJay bought Scout from UMB in 2017);

    -Indianapolis-based Reams Asset Management, a fixed income manager with roots going back to 1981 (Reams is Scout's fixed income division); and

    -Berwyn, Pennsylvania-based Chartwell Investment Partners, founded in 1997, which offers U.S. equity and fixed income strategies (RayJay bought Chartwell's parent, TriState Capital Holdings, in 2022).
    Sponsored Opportunities

    Key People:
    Bob Kendall
    President, Raymond James Investment Management
    Court James
    Executive Vice President, Carillon Tower Advisers
    Mike Edwards
    Head of Global Client Coverage and Marketing, Raymond James Investment Management
    Brian Lee
    Senior Vice President, Head of Retail, Carillon Tower Advisers
    Ed Rick
    Head of Insights and Development - President of Eagle Asset Management and Scout Investments, Raymond James Investment Management
    Matt Johnson
    Head of Product Strategy and Development, Raymond James Investment Management
    Michelle Lewis
    Senior Vice President, Head of Strategic Accounts, Raymond James Investment Management
    Matt Orton
    Head of Advisory Solutions and Market Strategy, Raymond James Investment Management
    Don Pepin
    Director of Institutional Sales, Carillon Tower Advisers
    Brian Freeman
    Senior Vice President, Head of Affiliate Sales, Carillon Tower Advisers
    Carrie Gill
    Vice President, Fund Administration - Principal Financial Officer and Treasurer for the Carillon Family of Funds, Raymond James Investment Management
    Renee Baker
    Chief Marketing Officer, Carillon Tower Advisers
    Damian Sousa
    Chief Compliance Officer, Raymond James Investment Management
    Susan Walzer
    Senior Vice President, Fund Administration, Carillon Tower Advisers
    Steve Singleton
    Head of Portfolio and Investment Risk, Raymond James Investment Management
    Joy Facos
    Head of Sustainable Investing and Corporate Responsibility, Raymond James Investment Management
    Ludmila Chwazik
    Chief Compliance Officer, Carillon Family of Funds at Raymond James
    Aaron Ochstein
    Head of International Client Coverage, Raymond James Investment Management
    Eric Wilwant
    Chief Administrative Officer, Carillon Tower Advisers
    Lance Peterson
    Head of Strategic Accounts, Carillon Tower Advisors
    Story Archive for Raymond James
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    11/1/2019 Despite Flat AUM, a B-D's AM Arm Breaks Records MFWire.com
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    2/28/2019 Abbott Doubles Down On a $7.3B-AUM Boutique MFWire.com
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    2/5/2019 After Eight Years, a Carillon Tower Boutique's Chief Exits MFWire.com
    1/22/2019 Week In Preview, January 22-27 MFWire.com
    12/18/2018 A Wirehouse's Sibling Wins In November MFWire.com
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    4/20/2017 RayJay Buys a $27B Pair of Asset Managers For $172.5MM MFWire.com
    2/10/2017 Filings for Fundsters - February 10, 2017 MFWire.com
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    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    6/13/2016 A PM Steps Down From a 30-Year-Old Eagle Fund MFWire.com
    9/2/2015 Eagle Consolidates With a Single Back-Office Shop MFWire.com
    8/4/2015 Eagle's Pepin Picks a Channel Chief MFWire.com
    3/2/2015 RayJay's Eagle Catches a $1B Cat MFWire.com
    10/16/2013 MMI Fall 2013: Boutique is a State of Mind MFWire.com
    8/28/2013 INews: IRS Wants to Limit Fundsters' MLP Holdings MFWire.com
    7/25/2013 Eagle Replaces a PM MFWire.com
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    12/26/2012 Raymond James InVests in a $3B Asset Manager MFWire.com
    5/25/2012 Ray Jay Seeks a Gatekeeper MFWire.com
    1/4/2012 Ray J's Mutual Fund Arm Taps Simcorp MFWire.com
    4/29/2011 Thornburg Will No Longer Sub-advise Eagle's Growth & Income Fund MFWire.com
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    11/8/2010 Eagle Outsources Back-Office Functions MFWire.com
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    3/10/2010 JPMorgan Wins Money Fund Distribution as Eagle Flees the Biz MFWire.com
    11/11/2008 Heritage Reorganizes Under SMA Specialists MFWire.com
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