Why Stifel?

Established in 1890, Stifel has grown into one of the most preeminent wealth management and investment banking firms, serving clients in more than 400 offices across the nation. What attracted me to Stifel was the vast amount of resources they offer, from the firm’s talented and experienced team of support professionals to cutting-edge technology and tools designed to help simplify our clients’ financial lives.

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My Mission

Stifel’s defining principle – to “safeguard the money of others as if it were your own” – coined by the firm’s namesake, Herman Stifel, is quite similar to my own. Throughout the ups and downs of the markets, the challenges of the COVID-19 pandemic, and amid a constantly changing industry, my mission is to help my clients pursue their financial goals as if they were my own.

Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast
Market Volatility
Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article
Conversations with Michael O'Keeffe
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast
Retirement Plans Quarterly
The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter
Wealth Planning Newsletter
The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter
Market Perspectives Quarterly
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

Whitepaper
Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

Video