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Our Team

John P. Zicari, CFP®, CPFA®; Nicole S. Gillette; Julie A. Camp; Gregory J. Schaller, CRPC™, CPFA®;
Jennifer L. Knapp, AWMA™, Thomas J. Newberg

Not pictured: Roxane McElroy, CRPC™

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Read, watch, or listen to our timely investor insights.

Market Pulse by Michael O'Keeffe and the Investment Strategy Group

Market Pulse

Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

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Investment Strategy Brief

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

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Market Volatility

Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

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Stifel Wealth Strategist Report®

Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

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Estate & Tax Planning Services

At Stifel, we recognize that proper estate and tax planning are crucial to pursuing financial success. We also recognize that the estate and tax planning processes can seem complicated and overwhelming.

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Stifel presents Conversations with Michael O'Keeffe

Conversations with Michael O'Keeffe

Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

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Market Perspectives Weekly

Market Perspectives Weekly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

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