White Plains, NY Office

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 41 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, and charitable organizations, offering both 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.

Richard Zuckerman is a financial advisor at Stifel with 36 years of industry experience. He has held his current position at Stifel since 2007. His credentials include the Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, using a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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 with Stifel, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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 65 and Series 63 licenses and has worked with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, 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 and institutional investors, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions to support client decision-making.

Larry Jacobs is a CFP® with 33 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Treasurer and a Board Member for the Winding Ridge Homeowners Association in White Plains, NY. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both 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 for asset allocation and financial planning.