Jim Carpenetti, CFA, CFP®

Chief Investment Officer, Raymond James Trust, N.A.

Jim Carpenetti serves as chief investment officer for Raymond James Trust, N.A. and Raymond James Trust Company of New Hampshire. With over three decades of experience in investment management and fiduciary oversight, Jim sets the strategic direction and leads the execution of investment solutions tailored to trust clients within the Trust Companies.

Prior to joining Raymond James Trust Jim held senior roles at LPL Financial and Truist, where he specialized in managing teams, trading platform development and overlay trading.

His background spans institutional asset management, private wealth, investment execution and fiduciary compliance, with a strong emphasis on aligning investment strategies with client objectives.

Jim holds the Chartered Financial Analyst® (CFA) designation and is a Certified Financial Planner™ (CFP®) professional. He earned his MBA from Georgia College and State University. He hold the Series 7, 65 and 24 securities licenses.

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