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 creation of Stifel’s investment insights on markets, strategic and tactical asset allocations, and opportunistic/thematic investment ideas.

 

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 led the Institutional Equity Strategy for Stifel since 2011. Prior to the 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 was appointed Co-Director of U.S. Equity Research in 2021 after serving as Associate Director of U.S. Equity Research since 2018. He has also served as a Managing Director in the Market Strategy Group and is the firm’s Equity Derivative Strategist.

 

Susan Potthast
Trust President and Chief Operating Officer – Stifel Trust
St. Louis, Missouri

Susan 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.  

 

 

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 and Stifel Trust Companies do not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.