How I can Help You Jon utilizes his rich financial experiences to help provide clients with critical economic and market perspectives. He helps to research and select investment managers, design and build client portfolios, and is responsible for the team’s trading and risk management strategies. He is able to leverage his capital markets experience to serve as a resource for individuals, hedge funds, traders, family offices, and endowments - providing access to Stifel’s alternative investments, direct private placements, bespoke structured investments, middle-market capital markets, and banking flow.
What Makes Me Knowledgeable Jon has been helping clients pursue their financial goals since 1994. Prior to joining Stifel in 2019, he spent 10 years working for Merrill Lynch. Before that, he worked at Skyline Investments, an investment management company where Jon traded and managed money for First New York Securities and RBC Capital Markets. Earlier in his career, Jon was an equity trader and Vice President with Knight Capital Group. Jon graduated from Cornell University with a Bachelor’s degree in Economics.
Getting to Know Me Jon and his wife, Sari, live in Mountainside, New Jersey, with their three children and rescue dog. Jon enjoys traveling, fitness, playing and watching sports, music, photography, and spending time with family and friends. He enjoys advocating for people’s health and wealth and has served as a mentor and on the Boards of Trail Blazers and the Animal Cancer Foundation.
How I can Help You Bill leverages his experience to build integrated financial strategies designed to help clients with tax efficiency, mitigate risk, and work toward building sustainable, long-term wealth.
What Makes Me Knowledgeable Bill has more than 25 years of financial services experience and joined Stifel in 2019. His prior experience includes positions with the Goldman Sachs Family Office and Merrill Lynch. He “cut his teeth” in the industry as a tax specialist at PricewaterhouseCoopers. Bill co-authored the quarterly retirement planning column in the Journal of Financial Planning and has been quoted in several national publications. Bill received his Bachelor’s and Master’s degrees from Fordham University, where he also served as an Advisory Director to the Graduate School of Business. Bill earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning.
Getting to Know Me Bill lives in Garden City, New York, with his wife, Patty, and four children. To “relax,” Bill coaches youth sports, is a loyal New York Giants fan, and participates in several community activities. Additionally, Bill has served on the Board of the New York chapter of the Financial Planners Association and served as Advisory Director to the Journal of Financial Planning and to St. Anne’s School.
How I can Help You Ashley spearheads team operations as a Client Relationship Manager. She is responsible for coordinating client onboarding, trading, syndication, private equity offerings, structured notes, and pre-IPOs.
What Makes Me Knowledgeable Ashley has been working in financial services since 2012. Prior to joining Stifel in 2019, she worked with The Peris-Supper Group at Merrill Lynch. Before this, Ashley began her career at Bank of America. She holds a Bachelor’s degree in finance from New Jersey City University.
Getting to Know Me Ashley lives in Union Beach, New Jersey, with her husband and children. In her free time, she enjoys kickboxing, Muay Thai, and rooting for the New York Jets.
