Our Stifel Associates

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 team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.

   
   
   

Lindsey Piegza, PhD
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 B. Bannister, has been Head of 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.

   

Kurt Longworth
Trust President and Chief Operating Officer – Stifel Trust
St. Louis, Missouri

Kurt 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. 

   
 

Brian Donlin, CFA, FRM
Managing Director – Equity Options Strategist
New York, New York

Brian focuses on equity and derivative strategy research.

   
 

Alexander Reiss
Research Managing Director – Institutional
New York, New York

Alex focuses on closed-end fund research.