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Director/Investments
Portfolio Analyst
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Planning Your Financial Future
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Stifel
Put simply, Stifel is a growth 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 Stifel$500 Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.
$31 Billion in Banking Assets
Stifel Bank has $31 billion in banking assets.
As of December 31, 2024.
$6.6 Billion in Trust Assets Under Advisement
Stifel Trust has $6.6 billion in trust assets under advisement.
As of December 31, 2024.
Stay Informed
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
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
NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
Article
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Market Perspectives WeeklyMarket 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
Market Perspectives MonthlyMarket 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
Market Perspectives QuarterlyMarket 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
Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Allocation InsightsWealth management insights from Stifel’s CIO Office.
Whitepaper
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
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
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