Additional Stifel Resources
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 creation of Stifel’s investment insights on markets, strategic and tactical asset allocations, and opportunistic/thematic investment ideas.
Lindsey Piegza, Ph.D.
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 has led the 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.
Brian Donlin, CFA, FRM®
Managing Director – Equity Options Strategist
New York, New York
Brian was appointed Co-Director of U.S. Equity Research in 2021 after serving as Associate Director of U.S. Equity Research since 2018. He has also served as a Managing Director in the Market Strategy Group and is the firm’s Equity Derivative Strategist.
Susan Potthast
Trust President and Chief Operating Officer – Stifel Trust
St. Louis, Missouri
Susan 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.