Additional Stifel Resources

 

Stifel's intellectual capital is among the most respected in the industry.  Below are just a few of the talented individuals who assist us in developing comprehensive wealth management strategies for our clients.

 

Michael O'Keeffe, CFA
Chief Investment Officer and Global Head of Investment Strategy

New York, New York

Michael leads the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.

 

Lindsey Piegza, Ph.D.
Managing Director – Chief Economist

Chicago, Illinois

Lindsey researches and analyzes economic trends and activity, world economies, financial markets, and fiscal policies.

 

Barry B. Bannister, CFA
Managing Director – Chief Equity Strategist

Baltimore, Maryland

Barry has been Head of Institutional Equity Strategy for Stifel since 2011.  Prior to his Equity Strategy role, he was an equity analyst covering primarily the machinery and engineering industries since 1987.

 

Brian Donlin, CFA, FRM
Managing Director – Equity Options Strategist
New York, New York

Brian focuses on equity and derivative strategy research.

 

Kurt Longworth
Trust President and Chief Operating Officer – Stifel Trust
St. Louis, Missouri

Kurt manages Stifel's trust division.

 

Aimee Jacobs, AWMA®, CEP®
Managing Director, Wealth Planning
St. Louis, Missouri

Aimee oversees Stifel's financial planning, estate & tax planning, and insurance & annuity functions.  She also manages a specialized program for high-net-worth investors.  

 

Sheila Hopper-Lambiase
Vice President/Senior Mortgage Loan Officer - Stifel Bank & Trust
St. Louis, Missouri

Sheila is part of a team at Stifel Bank & Trust where each member of the team possesses over a decade of experience in the industry. Their knowledge helps them think outside the box and formulate solutions to difficult financing issues. Sheila offers her clients very competitive interest rates with low closing fees and can lend in all 50 states. To find out how much you can afford, click here for helpful mortgage tools.

Equal Opportunity Lender

 

 

 

 

 

 

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.

 

Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.

Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.