Since joining Stifel in 2015 as part of an acquisition of my previous firm, our organization has had a singular mindset – growth.

As Stifel’s flagship office, we’re focused on hiring growth-oriented, entrepreneurial advisors to be a part of our success. We believe it’s our role as a management team to support our advisors as if their clients were our own. You know, without the pressure and quotas that are ruining so many firms today.

Over the course of my 46 years in the wealth management industry, I have become intimately familiar with the needs of our most important assets – financial advisors and their clients.  I sincerely believe our office is unparalleled for advisors looking to grow their business. You won’t find another wealth management firm in the city that offers the same accessibility, resources, and support.

At Stifel 3 Bryant Park you’ll have an abundance of experienced professionals at your disposal. You’ll find in-house product experts, thought leaders, research analysts, investment bankers, traders, and a state-of-the-art mortgage product – one that our advisors are proud to introduce to their clients, not ashamed.   

I am proud to be part of a leadership team of industry veterans – including our CEO, Ron Kruszewski – who understand the needs of wealthy clients and put you and your clients’ interests first.  We embrace and exemplify Stifel’s uniquely entrepreneurial culture to sustain a supportive, encouraging atmosphere with high morale, and it truly makes coming to work every day fun.    

We can continue to tell you about all of the elements that make 3 Bryant Park elite, or we can show you.  Come visit us and experience our office exactly as one of your clients would.  

 

I joined Stifel as part of its 2015 acquisition of my previous firm, Barclays Wealth and Investment Management, Americas.  When the acquisition was announced, I found myself at a career crossroads, so explored my options and performed extensive due diligence on a number of different firms and platforms.  Staying with Stifel was the best decision I could’ve made.

At Stifel we have outstanding team of C-suite executives, including CEO Ron Kruszewski, who has led the firm for the last 25+ years.  Stifel’s rare combination of stability and vision has helped us deliver 25 consecutive years of record net revenues, through several difficult market cycles that included the Great Recession and the COVID-19 pandemic. 

In addition, I believe Stifel’s entrepreneurial, advisor-centric culture is the best you’ll find anywhere.  Our lack of bureaucracy and layers of management make it easy to do business and get answers.  We also have all the products and services we need to serve even the most sophisticated investors, including the entire high-net-worth product suite from Barclays, which is still based here at 3 Bryant Park.

Becoming a part of the Stifel family was the right move not just for me, but for my family as well.  I’m certain that when you join us, you’ll feel the same way.