John Catanzaro is a financial advisor at Stifel with Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group, emphasizing client discretion and tailored financial planning.

Gary Stenson is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and a methodology developed by its Investment Strategy Group.

Steven Gwon is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Peter Gray is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services such as fee-based financial planning and model-driven asset allocation. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making.

Michael Capute is a Series 66-licensed financial advisor with six years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as involvement with Harbor Yard Sports and Entertainment. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Fredric Greenstein is a financial advisor at Stifel with 42 years of industry experience. He has held his current position since 2007 and previously worked at Ryan Beck & Co. in 2007. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Richard Zuckerman is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007, following prior roles at Ryan Beck & Co., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Malcolm Keers Sr. is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Robert Campolongo is a Certified Financial Planner® with 29 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Debra Weiner is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Outside of her advisory role, she serves on the Executive Committee of the Westchester Jewish Council and is a committee member of the UJA Federation of New York Westchester Division, both organizations focused on community and philanthropic activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Portnoy is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Deutsche Bank Securities, and UBS Financial Services. He has been with Stifel since 2016. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Bartolomeo is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2012. Stifel serves a wide 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 developed by its Investment Strategy Group, using forward-looking assumptions and probabilistic modeling to guide asset allocation and financial planning.

Joseph Pauwels is a financial advisor with Stifel and holds the Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he worked at Marist University for four years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

David Weiner is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2014. He previously worked at Chrome Capital Management, LLC for one year. He serves as a board member and audit committee member for Ladder Capital Corp, a commercial real estate finance company. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment analysis methodology developed by its Investment Strategy Group to support its financial planning and asset allocation guidance.

Larry Jacobs is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he serves as Treasurer and Board Member for the Winding Ridge Homeowners Association in White Plains, NY. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Brian Kelley is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michael Meyers is a financial advisor with Stifel in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.