New York, NY 7th Avenue Office

Jordan Bernstein is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023, following roles at Stephens Inc., Moody's Corporation, and Trillium Trading. Stifel serves a broad client base including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Josh Pearlman is a financial advisor at Stifel with a Series 65 designation and three years of industry experience. He previously worked at Brookfield Management Group, LLC before joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Hagar is a CFA® charterholder with 27 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2018, following a nine-year tenure at Wedbush Morgan Securities. Based in New York, NY, he holds the Series 63 license. 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 that support client decision-making.

Gabriel Peykar is a Series 66-licensed financial advisor at Stifel in New York, NY, with experience beginning in 2024. Prior to joining Stifel, he worked at Equitable Advisors and has a background at Nourison, where he also conducts weekend training sessions unrelated to securities. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Gabal Jr. is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. 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 is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Michael Nitka is a CFA® charterholder and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2012. Outside of his advisory role, Nitka serves on various local government committees in Fair Haven, NJ, is a board member of nonprofit organizations supporting military veterans and military families, and works as a ski instructor at Jiminy Peak Mountain Resort. 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 incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Jacob Armstrong is a CFA® charterholder affiliated with Stifel, where he has worked since 2021 in both their European and U.S. offices. His background includes experience at Commerzbank AG and academic roles at the University of Nottingham and The King's School Grantham. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform clients' asset allocation and planning decisions.

Daniel Houston is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at STIFEL since 2019 and previously spent four years with First Empire Securities, Inc. Daniel is based in New York, NY. STIFEL serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Harrison Phillips is a CFA® charterholder with eight years of industry experience and is currently with Stifel Nicolaus & Co Inc in New York, NY. His prior roles include positions at Bradley Woods & Co. Ltd., Pickwick Capital Partners, LLC, Viridian Capital Advisors, LLC, and Secure Strategy Group, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which provides capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Alexander Reiss is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.