Simon is a Chartered Wealth Manager and has been awarded Chartered Fellow of the CISI which is regarded as the highest level within the profession.

Simon has spent his entire career in financial services since qualifying in 1998. He has worked as a financial adviser, stockbroker and investment manager throughout his career. He has specialised in wealth management since 2004.

Since he started in the financial services industry he has continually furthered his knowledge and skills through examinations and ongoing professional development.

Simon has particular experience in addressing the financial needs of people who are considering Aliyah. He is regularly invited to speak about the financial implications of making Aliyah for the Jewish Agency and Nefesh B’Nefesh as well as running his own educational events.

As a son of a Rabbi, honesty and integrity were instilled in Simon from a young age. Simon is proud that his branch runs with the highest ethical standards and values. Simon cares deeply about his clients and their financial wellbeing.

Simon is married with 5 children.

Michèle is a Chartered Wealth Manager and has worked at Raymond James, Golders Green since 2008.

Michèle joined as Office Manager and with Simon’s encouragement, she qualified as an Investment Manager in 2013, passing all her exams first time. She went on to qualify as a Chartered Investment Manager in 2017. She is happy to be able to contribute more to the branch with her enhanced role. Michèle, appreciates working in an environment that incorporates Simon’s highly ethical values.

After graduating with a degree in Food Science and Technology, Michèle worked as a Commodity Trader (Tea) and then spent 26 years with a company selling ingredients to food manufacturers, the last 12 as Sales Director.

Michèle particularly enjoys looking after our clients, getting to know them and their specific needs and finds that working with them rarely feels like work. She enjoys researching investments and monitoring market movements.

Michèle is married and has a daughter.

Having graduated from King’s College with an Honours in International Development, Jonathan joined the team at Raymond James, Golders Green as an analyst in 2020. Since then, he has attained the PCIAM and IAD qualifications from the CISI and has successfully become a Chartered Wealth Manager.

Jonathan has also qualified as a Financial Planner by completing the CII Level 6 Advanced Diploma in Financial Planning, specialising in pensions and taxation.

During his time at university, Jonathan was an active investor using the eToro platform. In 2019 he won their national trading competition and received a £10,000 prize for his trading account. Due to his performance he was selected as a ‘popular investor’, a grade that allows the other 14 million users to follow and copy his trades. Jonathan has gained experience through placements in Bloomberg, BDO and other financial firms.

During his university years Jonathan also set up and ran an Amazon retail business, specialising in technology products.

Jonathan is married with a son and lives in Hendon.

Harry is a Chartered Wealth Manager and has been working at Raymond James since 2018.

Harry joined as an analyst, working part-time whilst completing his BA in Geography at Kings College London, graduating with an Upper Second-Class Honours. He took up a full-time position in 2020 whereupon he attained his wealth management qualifications through the CISI and subsequently took advanced exams to become a Chartered Wealth Manager.

Harry has also qualified as a Financial Planner having completed the Advanced Diploma in Financial Planning, through the Chartered Insurance Institute (CII).

Prior to his university studies, Harry spent three years studying in Israel (Yeshiva) where he studied religious ethics and philosophy which have contributed to him emulating the honest and ethical way in which Simon and the team at Raymond James Golders Green, operate. He has also had previous work experience in Real Estate Investment Management as well as IT Support, both of which provided an array of skills and knowledge that have proven useful to his time at Raymond James Golders Green to date.

Harry is married and has two sons.

Kerri Trautmann started working as a senior administrator at Raymond James, Golders Green in July 2023, after moving from South Africa.

She had previously worked for 11 years at a boutique investment firm in South Africa where she passed the regulatory exams for Financial Advisers. She also holds a National Higher Diploma in Company Administration, with a major in Financial Accounting and Company Administration.

Gina Shellim joined Raymond James Golders Green in 2023 as an administrator.

She provides administrative support to the wealth managers and financial planners to support the smooth running of the office, as well as front-of-house support to our clients.

Gina has over two decades of experience working in the commercial sector in both financial and creative roles. She has a strong background in customer-facing roles across many areas including fashion, manufacturing, retail online sales, charity organisations and community support. She is dynamic and determined.

Gina is active in her local community and has two grown up children and two grandchildren.

David has over thirty years’ experience in the financial industry working for large firms such as State Street, Citi and Axa. David joined the expanded administration team at Raymond James Golders Green in 2024, aiming to further enhance our reputation for great customer service.

He is married and has two daughters who both live in Israel.

Alan has worked in the Financial Services Industry since 1976. He has worked for leading accountancy, employee benefit and stockbroking firms. Alan is a Chartered Financial Planner and Associate of The Personal Finance Society and a Chartered Member of The Chartered Institute for Securities and Investment.

During his career, Alan has provided advice on a wide spectrum of financial planning issues to people from all walks of life. He has advised executives and board directors of global and the UK’s top 100 companies, professionals, entertainers, musicians, politicians and many groups of employees from various industry sectors. He has advised on issues such as pensions, tax planning and employee benefit programmes.

At Raymond James – Golders Green, Alan directs our clients to the most appropriate products and tax structures for their specific needs.

As a member of the two leading professional bodies within the industry, Alan adheres to the highest ethical standards which is in keeping with the Raymond James- Golders Green philosophy.

Alan is married with two sons and three grandchildren.

As Manager of Practice Intelligence at Raymond James, David Hazelton is responsible for developing the practice management solution to support the growth of Raymond James’ branches and has been working closely with us in the Golders Green branch. David uses his previous experience as Head of Business Development at Raymond James, where he was responsible for expanding the number of wealth managers working with the company.

David is a qualified business coach, and he frequently speaks at industry events and training sessions on investment-related topics.