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Robert C

Series 63, Series 65

Melville, NY

STIFEL

Robert Codignotto is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Codignotto serves as an ordained minister performing marriage ceremonies, is an unpaid assistant police commissioner for Nassau County, and participates as a racehorse owner and a board member of a family foundation organizing charity events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Joseph M

Series 63, Series 65

Melville, NY

STIFEL

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

General retirement planning Income planning
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Kelly M

Series 66

Melville, NY

STIFEL

Kelly Manzer is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Steven V

CFP®, CFA®, Series 63, Series 65

Melville, NY

STIFEL

Steven Vitale is a financial advisor with Stifel, holding the CFP® and CFA® designations and bringing 30 years of industry experience. He worked at UBS Financial Services Inc from 2008 to 2020 before joining Stifel Nicolaus & Co Inc in 2020. Outside of his advisory work, he serves as president of several LLCs managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategy uses proprietary forward-looking capital market models developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Eric K

Series 66

Melville, NY

STIFEL

Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Jeffrey H

Series 63, Series 65

Melville, NY

STIFEL

Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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Neal M

Series 63, Series 65

Melville, NY

STIFEL

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Robert C

Series 63, Series 65

Melville, NY

STIFEL

Robert Cohen is a financial advisor with Stifel in Melville, NY, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked for UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Outside of his advisory role, Cohen is a managing partner of several real estate-related ventures. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

General retirement planning Income planning
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