Stifel Financial is a full-service financial services firm based in Saint Louis, Missouri, established in 1890. The company provides a wide range of services, including brokerage, trading, investment banking, and investment advisory, catering to individual investors, professional money managers, businesses, and municipalities. Stifel specializes in comprehensive financial management, offering solutions that encompass wealth, estate, retirement, and higher education planning, as well as insurance strategies. The firm aims to assist clients in developing cohesive financial strategies tailored to their unique needs, addressing both short- and long-term objectives. Additionally, Stifel Bank complements these services by offering banking and lending solutions for individuals and businesses. With a focus on various sectors, including healthcare, education, defense, and commercial products, Stifel Financial strives to be a leading financial partner for its diverse clientele.
Vice Chairman and Head of Metals and Mining Investment Banking
Ted Cavan
Senior Vice President
Andrew Collina
Investment Banking, Managing Director
Alan Faulkner
Director, Venture Banking - Stifel
Matthew Gaasenbeek
Vice Chairman and Head of Investment Banking, Diversified Industries, Metals and Mining, Financial Services & Financial Sponsors, Life Sciences & Healthcare, Technology, Digital Assets
John Honovich
Managing Director and Co-Head of Client Coverage
Peg Jackson
Managing Director
Patrick Krause
Managing Director, Healthcare Services
Nicholas Moore
Managing Director, Healthcare
Eric Reuther
Managing Director
Chuck Roberts
Managing Director of Investments
Sergio Ronga
Managing Director and Head of Infrastructure Investment Banking
Theodore Tutun
Managing Director
Cody Wetmore
Analyst
Past deals in Asset Management
Inovalis Real Estate Investment Trust
Post in 2019
Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).
Legg Mason - Investment-Advisory and Trust
Acquisition in 2014
Legg Mason - Investment-Advisory and Trust is a provider of investment management and related services to company-sponsored mutual funds.
Missouri Valley Partners
Acquisition in 2010
Missouri Valley Partners is a SEC-registered investment advisor serving the needs of institutional and individual clients.
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