Bill joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas. He started his career at Goldman Sachs, where he worked for more than 20 years as a financial advisor within their Private Client Group prior to joining Barclays in 2012.
Bill was appointed manager of Barclays’ Chicago office in 2012. He then was asked to assume an expanded role as Head of the West Region for Barclays, supervising the Chicago, Houston, Dallas, San Francisco, and Los Angeles offices. He was promoted to Managing Director in 2014.
At Goldman, Bill and his team focused on holistic wealth management, going beyond investments to assist clients with every area of their financial picture, including wealth planning and access to investment banking and lending services.
Recognizing that each client is unique, each financial advisor on Bill’s team at Stifel works with only a few select clients to identify their needs and develop strategies with, and for, them. By harnessing professional leaders across a variety of disciplines, within and outside of Stifel, the team seeks to provide clients with the best current thinking in estate planning strategies, asset allocation, and investment planning with a goal of helping clients mitigate risk and to provide strategies designed to help grow their wealth for themselves and future generations.
Bill’s leadership experience extends beyond business to significant community roles. He served as a board member of Chicago’s bid for the 2016 Olympics, working closely with the mayor and city leadership during the three-year-long bid process. He remains president of the bid’s legacy organization, Project Torch. Bill won an NCAA title in wrestling for the University of Nebraska and a bronze medal as a member of the U.S.A. Wrestling team in the 1988 Summer Olympics in Seoul. He is a member of the National Wrestling Hall of Fame. Bill earned an MBA from the Kelley School of Business at Indiana University.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Sheryl has more than 45 years of experience as a professional in the financial services industry.
Sheryl joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas, focusing on compliance and administration. Prior to her tenure at Barclays, Sheryl had been a Vice President, Administration, at Lehman Brothers’ Private Investment Management division. She joined Lehman Brothers in 2002. She holds Series 7, 9 & 10, 24, 53, and 65 securities licenses.
Stuart joined the firm as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining Barclays in 2012, he was a member of Goldman Sachs’ Private Wealth division for 24 years. He has more than 35 years of experience, serving a select group of high-net-worth families, foundations, family-focused offices, and Native American Tribes across numerous states. Stuart views his role as being a holistic wealth manager, not only focusing on asset allocation, portfolio construction, and risk mitigation, but also assisting in broader financial life issues, such as financial education, estate planning, tax-efficient strategies, retirement planning, and philanthropy. He works with experienced professionals both within and outside of Stifel to serve each client’s unique set of goals and objectives.
Stuart attended Chester College of Higher Education in England, where he earned a Bachelor of Education with honors in 1979 from University of Liverpool. He then taught high school Mathematics and Physical Education and was head coach of the district interscholastic soccer team. In 1985, Stuart moved to the U.S. and attended Indiana University, where he earned an MBA in Finance from the Kelley School of Business in 1987. It was during his time at Kelley that he developed a passion for investing and a desire to serve a select group of clients with their investment needs. Stuart holds Series 7, 63, and 65 securities licenses, with registrations in more than 30 states.
Stuart married his wife, Karen, in 1982, and they have two grown daughters, Hannah and Jessie. They recently welcomed their first grandchild to the family.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Edward has more than 45 years of experience addressing the complex needs of high-net-worth clients and institutions.
Before joining Stifel in 2015, Edward served as a Director with Barclays Wealth and Investment Management, Americas, since 2008. Prior to his tenure at Barclays, Edward was a Senior Vice President at Lehman Brothers Private Investment Management. He joined Lehman Brothers in 1979, having previously worked for Merrill Lynch since 1976.
Edward earned a B.S. in Psychology from Loyola University Chicago and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Chris has more than 30 years of experience managing the complex needs of high-net-worth clients and institutions.
Before joining Stifel in 2015, Chris was a Director with Barclays Wealth and Investment Management, Americas, since 2013. Prior to his tenure at Barclays, Chris was a Director of Credit Suisse’s Private Banking division. He joined Credit Suisse in 2000, having previously worked for the Private Client Services group of Donaldson, Lufkin & Jenrette (DLJ) since 1992.
Chris works with a select group of clients to develop and implement holistic wealth management and investment strategies. He focuses on asset allocation, portfolio construction, and risk mitigation. Additionally, Chris has extensive experience helping clients in managing their customized fixed income portfolios and working with restricted stock plans.
Chris earned a B.A. in Economics from Boston College and holds Series 7, 63, and 65 securities licenses.
Asset allocation does not ensure a profit or protect against loss.
David joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. Before Barclays, he was a Vice President at Goldman Sachs’ Private Wealth division for nearly 17 years. He works with a select group of clients, focusing his efforts on asset allocation, estate planning strategies, portfolio construction, and risk mitigation.
David earned a B.A. in History from Dartmouth College, where he earned four varsity letters as a three-year starter on the lacrosse team. He earned an MBA in Finance and Accounting from Northwestern University’s Kellogg School of Management.
David is a member of the visitor’s board of Shady Side Academy in Pittsburgh. He is married with four children.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Tim has more than 35 years of experience in the financial services industry.
Prior to joining Stifel in 2016, Tim was a Director with Credit Suisse’s Private Banking North America division from 2003. He started his career at PaineWebber in Philadelphia. He also spent time at Alex Brown & Sons before moving to New York City, where he joined Hambrecht & Quist (H&Q). After H&Q was acquired by JPMorgan Chase, Tim joined Credit Suisse.
Tim focuses on wealth management and alternative investment strategies for U.S. and affluent foreign family businesses, institutions, and high-net-worth individuals. He works with his clients to identify their needs and develop customized investment strategies. He has access to professional leaders within Stifel, as well as third-party professionals, to help in the formation and execution of these strategies.
Tim earned a B.S. in Accounting from St. Joseph’s University’s Erivan K. Haub School of Business. He holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Mark joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas, and he joined Barclays in September 2008 as part of its acquisition of the Lehman Brothers Private Investment Management business. Mark started at Shearson Lehman Brothers’ Private Client Services Division in 1985.
With more than 40 years of experience in the investment industry, Mark leverages his understanding of wealth management and the global markets to provide clients with strategic and tactical asset allocation guidance, as well as insights in investment manager selection and alternative investments. Mark works closely with clients of diverse backgrounds, including individuals, families, small business owners, corporations, foundations, and endowments.
Mark understands that each of his clients is unique and helps them identify their needs, develop a strategy, and implement a plan of action. By working closely with professionals across various disciplines, Mark is able to provide investment, estate planning, and capital market strategies that reflect his clients’ needs.
Mark earned his B.B.A. in Finance from Pace University in New York. He is active in the local community and serves on the board of trustees’ sub-committee for Planned Giving at DePaul University. He is a member of the finance committee of St. Clement Catholic Church of Lincoln Park. He is past president of the Kenilworth-Winnetka Baseball Association, where he has been a member for more than 12 years. He is also an adjunct professor at the Kellstadt Graduate School of Business at DePaul University, where he teaches a course on alternative investments.
Formerly from Winnetka, Illinois, Mark and his wife downsized and now live in the Lakeview neighborhood of Chicago. He has three twenty something-year-old sons and enjoys skiing, boating, and biking.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
Matt has 30 years of experience managing the complex needs of high-net-worth families, foundations, and endowments.
Matt focuses on customizing asset allocation and risk mitigation strategies. Specifically, he concentrates on investment diversification and multi-strategy portfolio construction that utilizes traditional equity investments, fixed income securities, structured products, hedge funds, and private assets. Additionally, Matt has extensive experience facilitating non-purpose lending arrangements and restricted stock transactions.
Before joining Stifel in 2016, Matt was a Senior Vice President of UBS Financial Services. Prior to UBS, he was a Director of Private Banking at Credit Suisse. Today, he is a member of Stifel’s Chairman’s Council.*
Matt is a Trustee for the U.S. Olympic & Paralympic Foundation (USOPF) and serves as a U.S. Olympic ambassador in Chicago. Additionally, Matt has also served on the fundraising committee for Ravinia’s Reach, Teach, and Play programs.
Matt holds a B.A. in English and Philosophy from Boston College and holds Series 7, 63, and 65 securities licenses.
*For 2023 qualification, Stifel’s Chairman’s Council consisted of 240 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.
Asset allocation and diversification do not ensure a profit or protect against loss. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
Amy brings more than 35 years of experience in the financial services industry, demonstrating a deep commitment to her clients that often spans multiple decades and generations. Through Amy and her team’s attention to detail, responsiveness, and follow through, high-net-worth clients, family-focused offices, and corporations are provided with a high level of care and service. Amy joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas.
Amy began her career in 1987 at Drexel Burnham Lambert as one of the first women financial advisors in the training program. Throughout her time at Barclays, Drexel Burnham Lambert, and Donaldson, Lufkin & Jenrette, she gained valuable experience with tailored investment planning and incorporating alternative investments as needed.
Private asset investing has proven instrumental in helping her clients pursue attractive risk-adjusted returns. Stifel’s alternative investments team provides highly tailored guidance through meaningful consultations, due diligence, and macroeconomic analysis. Amy maintains a close relationship with the team and each portfolio manager, allowing her to share information with clients to make educated fund choices and set up personalized client meetings as needed.
Amy utilizes her broad network of professional connections, both within and beyond Stifel, to offer clients the latest strategies in estate planning, asset allocation, risk mitigation, and wealth management. Her dedication to this business stems from the deep and genuine connections she has established with her clients. This connection goes beyond professional obligations, characterized by a profound sense of care and service.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
Michelle has nearly 20 years of experience in the financial services industry.
Before joining Stifel in 2015, Michelle served as a Vice President/Client Service, at Barclays Wealth and Investment Management, Americas. Prior to her tenure at Barclays, Michelle was a Client Service Assistant at Lehman Brothers’ Private Investment Management from 2005 to 2008.
Michelle earned an MBA from DePaul University’s Kellstadt Graduate School of Business with a concentration in Finance. She also received a B.S. in Finance from Northern Illinois University and holds Series 7, 63, and 66 securities licenses.
James began his career in 1994 at Lehman Brothers Private Investment Management. In 2008, he joined Barclays Wealth and Investment Management, Americas, as part of Barclays’ acquisition of the Lehman Brothers Private Investment Management business. He joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas. With more than 30 years of experience in the financial services industry, James has a deep understanding of the wealth management business and has worked with the same team since he began his career. James lives in Riverside with his wife, Debbie, and their two children. He is also an avid runner and outdoorsman.
Graham has 25 years of experience in the financial services industry.
Prior to joining Stifel in 2016, Graham was an Assistant Vice President/Client Service with Credit Suisse’s Private Banking North America division. Prior to his tenure at Credit Suisse, he was an Investment Associate with Lehman Brothers’ Investment Management Group. He began his career in 2000 with the Montgomery Private Client Services Group within Banc of America Securities.
Graham assists with the team’s portfolio implementation and manager due diligence efforts. Additionally, he supports the team in coordinating and implementing complex trading strategies for institutions and restricted stock transactions for Section 16 officers.
Graham earned a B.A. in Economics from Miami University in Oxford, Ohio, and holds Series 7, 63, and 65 securities licenses. He is an active member of his local community of Wilmette, Illinois, where he lives with his wife and two young boys. He currently serves as treasurer of St. Augustine’s Episcopal Church in Wilmette and is a trustee for the Diocesan Foundation Common Fund for the Episcopal Diocese of Chicago.
Lyndsey has more than 15 years of experience in the financial services industry.
Before joining Stifel in 2015, Lyndsey was an Assistant Vice President/Client Service with Barclays Wealth and Investment Management, Americas, since 2013. Prior to her tenure at Barclays, she was an Associate of Credit Suisse’s Private Banking division. Lyndsey began her career in 2005 in the Institutional Client division of Citigroup/Smith Barney.
Lyndsey directs the daily operations of the team, and her responsibilities include account management and order execution, as well as portfolio strategy coordination and investment analysis support.
Lyndsey earned an MBA from Loyola University Chicago’s Quinlan School of Business with a concentration in Finance and a B.S. from Indiana University Bloomington. She holds Series 7, 63, and 65 securities licenses.
Laura has more than 15 years of experience in the financial services industry.
Prior to joining Stifel in 2019, Laura was a Private Wealth Associate with Merrill Private Wealth Management. She began her financial services career in 2008 with Credit Suisse Private Banking North America division, first as an associate with the Center for Wealth Planning and then as a Registered Client Associate.
Laura’s experience is rooted in assisting high-net-worth clients with their complex and unique service-related needs and reporting requirements in a holistic manner. She plays a key role in managing client relationships.
She earned a B.S. from Butler University in Indianapolis. She holds Series 7 and 66 securities licenses and acquired the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor™ designation.
Laura lives in Chicago and enjoys live music in her free time.
Myles has more than 15 years of experience in the financial services industry.
Before joining Stifel in 2015, Myles served as Assistant Vice President/Client Service with Barclays Wealth and Investment Management, Americas. Prior to Barclays, Myles worked in the Institutional Sales Department at Uhlmann Price Securities. Myles worked in the Denison University Investment Office while attending university.
Myles attained the Chartered Financial Analyst® designation and earned a B.A. in Economics from Denison University. He holds Series 7 and 66 securities licenses.
Zach joined Stifel in 2016, holding various roles until his transition to his current position as Financial Advisor in 2023.
Zach focuses on effective implementation of diversified asset allocation strategies, leveraging Stifel’s robust manager selection, specifically in the alternative space. He believes in a holistic wealth management approach, frequently collaborating with clients’ attorneys and tax advisors to effectively execute their estate and legacy planning strategies. Additionally, Zach has extensive experience assisting businesses with employee stock option plans (ESOPs).
Formerly from Louisville, Kentucky, Zach and his wife now live in the Lakeview neighborhood of Chicago. He enjoys travel, food, and staying fit.
Zach earned a B.B.A. in Finance from the University of Kentucky and holds Series 7 and 66 securities licenses.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
Lauren joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. She began her career in 1988 at a small municipal bond firm. In 1992, she joined Goldman Sachs in the Private Wealth Management division. She has been working with some of the same wealth management team for more than 30 years.
Lauren is a graduate of the University of Illinois, Champaign. She is dedicated to serving clients with a high standard of care. She holds Series 7, 63, and 66 securities licenses.
She lives with her husband, Don, in Lincolnwood, Illinois.
Katherine started her career in financial services at William Blair & Co in 1993. She joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining Barclays, she spent six years as a wealth management professional at Goldman Sachs, where outstanding client service was her number one priority. She has worked with some of the same wealth management team for nearly 20 years. Katherine is a graduate of Michigan State University and holds Series 7, 63, and 66 securities licenses. She is the mother of two and lives in Oak Park, Illinois.
Andrew provides a high level of professional service to the team’s clients, including gathering and implementing account-related, tax-related, and trading information. He also supports financial advisors in implementing long-term asset allocation strategies, as well as coordinating portfolio analysis and performance reports.
Andrew started with Stifel after graduating from Miami of Ohio’s Farmer School of Business with a B.S.B. in Finance. He currently holds Series 7 and 66 securities licenses. Outside the office, Andrew enjoys watching sports, fishing, and cooking.
Ariel assists in client relations and client service support.
Ariel received a B.S. from Loyola University of Chicago and holds Series 7 and 66 securities licenses. She lives with her husband and two kids on the Northwest side of Chicago.
Ethan provides professional service to the team’s clients, including gathering account-related information and coordinating the information needed to analyze and evaluate client needs.
Ethan started with Stifel in 2023 as an intern. He attended Texas Christian University’s Neeley School of Business. Outside the office, Ethan enjoys golfing, watching sports, and spending time with friends.
