Martin Shafiroff is a financial advisor at Stifel with 57 years of industry experience. He has held positions at Barclays Capital Inc. and Lehman Brothers Inc. prior to joining Stifel in 2015. Outside of his advisory role, Shafiroff serves on the Board of Trustees for the Baruch College Fund and on the board of the Southampton Animal Shelter, and he is a trustee of a charitable foundation. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

Thomas Lee is a financial advisor at Stifel with 28 years of industry experience. He has held roles at Stifel since 2015 and previously worked at Barclays Capital Inc. for five years. Lee serves as an adjunct professor at Fordham University’s Gabelli School of Business and is a member of the Cornell ILR Alumni Association Finance Council and the Advisory Board for Emory University School of Law’s Center for Transactional Law and Practice. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anne Barbera is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2024, she worked at Fidelity Investments from 2020 to 2024 and has a background that includes roles at Lululemon and in hospitality. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.