Boston, MA Custom House Street Office

Richard Johnson II is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel, Nicolaus & Company, Inc. since 2008. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analyses from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning.

John O'Keefe Jr. is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in Boston, MA, his career includes over a decade at Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering analysis and allocation guidance intended to support client decision-making.

John Olohan is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2012 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Young is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Raymond James & Associates. His background also includes roles at the State of Massachusetts Department of Unemployment Assistance and Rockland Federal Credit Union. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Christopher Moran is a financial advisor with Stifel in Boston, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent eight years at Bank of America, N.A. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Leland Mcdonough is a financial advisor with Stifel in Boston, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with an emphasis on fee-based financial planning supported by proprietary investment analysis and asset allocation methodologies.

Mark Ingram is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Stifel in Boston, MA. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Asset Management, and Winslow Wealth Management. He serves on the Finance and Investment Committee and the Board of The Shaw Fund for Mariners Children, a charitable organization supporting families of mariners in crisis. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Sean Dean is a financial advisor at Stifel in Boston, MA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Kimberly Figenbaum is a CFP® certificant with 33 years of experience in the financial industry. She is currently with Stifel and previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Winslow, Evans & Crocker, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Moran is a CFP® with 10 years of industry experience, currently a financial advisor at Stifel since 2019. He previously worked at Bank of America, N.A. from 2015 to 2019. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with analytic tools to support their investment decisions.

Alfred Mcnevin III is a financial advisor with Stifel based in Boston, MA. He holds Series 63 and Series 65 licenses and has 47 years of industry experience. His prior work includes over 20 years at Winslow, Evans, & Crocker, Inc., followed by roles at National Securities Corporation and B. Riley Wealth Management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Sorin Marinescu is a financial advisor at Stifel with four years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Stifel in 2022, Marinescu worked at Romex Realty and Fidelity Brokerage Services. Outside of finance, he assists with lawn maintenance, computer support, and cleaning at Sudbury Family Dental Care, a family business. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Joseph Galluzzo is a financial advisor with Stifel in Boston, MA, holding Series 63 and Series 65 designations and 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William O'Malley is a financial advisor with Stifel in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services with investment strategies based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

William Scola is a financial advisor with Stifel in Boston, Massachusetts. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Stifel, he worked at Fidelity Investments and has diverse experience in various roles, including a position at Peter B's Espresso. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.