1890 The Year We Were Founded
and we're still going strong.
We have always considered investing a noble profession.
Our Story
The industry was quite different when we began our careers, Dave in 1986 and Mike in 1995. But what people want in a trusted financial advisor does not change. We believe in respect and trust are the cornerstones to forming long-term relationships with our clients, and we take these two values extremely seriously.
David's Focus
“The relationships I have with my clients define who I am. And despite all the new available financial technology, this will never change. I have 25-plus-year relationships with some of my clients. These relationships speak volumes.”
My DNA is a good fit for the fixed income side of portfolios. I’ve always had an aversion to loss and found comfort in the precise predictability of bonds. This isn't to say you can't lose money on bonds, because you certainly can. However, the longer I’ve been in the business, I have developed long-term strategies to mitigate risk to these potential pitfalls.
I also tend to navigate the behavioral side of investing and focus on cognitive biases that can often hinder investors from making sound financial decisions, especially during market volatility. Because of this, Mike actually came up with one of his favorite nicknames for me: “Skinny Buddha.”
When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.
Learn More About DavidMy DNA is a good fit for the fixed income side of portfolios. I’ve always had an aversion to loss and found comfort in the precise predictability of bonds. This isn't to say you can't lose money on bonds, because you certainly can. However, the longer I’ve been in the business, I have developed long-term strategies to mitigate risk to these potential pitfalls.
I also tend to navigate the behavioral side of investing and focus on cognitive biases that can often hinder investors from making sound financial decisions, especially during market volatility. Because of this, Mike actually came up with one of his favorite nicknames for me: “Skinny Buddha.”
When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.
Mike's Focus
Similar to David, I also have an aversion to taking on inappropriate portfolio risk. Because of this, I have developed a long-term stock investment process to mitigate portfolio risk over the long term.
I take a holistic approach to the markets and construct investment plans highly customized to my clients’ needs, risk tolerance, time horizon, and spending behavior. This investment model is structured, yet flexible, and can be adjusted as the markets and life changes occur.
Learn More About MichaelI take a holistic approach to the markets and construct investment plans highly customized to my clients’ needs, risk tolerance, time horizon, and spending behavior. This investment model is structured, yet flexible, and can be adjusted as the markets and life changes occur.
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel$5.3 Billion in Equity Capital
As of December 31, 2023
$4.43 Billion in Net Revenues
in 2023.
As of December 31, 2023.
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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