1890 The Year We Were Founded
and we're still going strong.
About Me
From analyzing different companies to keeping a close eye on day-to-day stock market fluctuations, I have always been fascinated by the financial markets. I entered the financial services industry in 2008, just a few months before the collapse of Lehman Brothers. The invaluable lessons I learned during this time is what ultimately inspired me to launch my own practice in 2011. Working as a financial advisor during a volatile period in the industry provided me with a deep appreciation for my clients’ unique financial lives. Today, I create innovative wealth management strategies customized to my clients’ individual circumstances.
Learn more about me
My Approach
Taking a holistic approach, my goal is to understand your specific investment needs and risk behavior – there are no two clients alike, and as such, no two asset mixes the same. As such, I believe making the right investment is better than trying to time the wrong one.
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2022.
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Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|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
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’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
- 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
- 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.
Video
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