Stephen R. Barbera
Managing Director/Investments
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About Me
Steve began his financial services career in 2000 and joined Stifel in 2021. Using his extensive experience, he focuses on private money managers via separately managed accounts, mutual fund advisory programs, structured products, alternative strategies, and various other vehicles to address his clients’ diverse needs.
Steve has been a member of the Boston College alumni association for a number of years, plays an active role in the Fox Lane Baseball Boosters Club, and is also an active member of the Bedford Chowder & Marching Club.
Steve and his wife, Whitney, have three children and live in Bedford, New York.
Stephen R. Barbera
Managing Director/Investments
2123282274
Steve began his financial services career in 2000 and joined Stifel in 2021. Using his extensive experience, he focuses on private money managers via separately managed accounts, mutual fund advisory programs, structured products, alternative strategies, and various other vehicles to address his clients’ diverse needs.
Steve has been a member of the Boston College alumni association for a number of years, plays an active role in the Fox Lane Baseball Boosters Club, and is also an active member of the Bedford Chowder & Marching Club.
Steve and his wife, Whitney, have three children and live in Bedford, New York.
Kenneth E. Chapin, CFP
Managing Director/Investments
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About Me
Kenneth has been a financial advisor since 1982 and joined Stifel in 2021. Leveraging his extensive experience, he develops detailed wealth management plans to help clients pursue their financial goals. Kenneth also focuses on assisting the team with the creation of custom equity portfolios tailored to each client with a focus on either growth, income, or a combination of the two styles while also incorporating tax planning and risk management strategies.
Kenneth earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Kenneth and his wife, Vincenza, reside in Briarcliff Manor, New York, and are the parents of three children and the grandparents of three children.
Kenneth E. Chapin
CFP
CFP
Managing Director/Investments
2123282270
Kenneth has been a financial advisor since 1982 and joined Stifel in 2021. Leveraging his extensive experience, he develops detailed wealth management plans to help clients pursue their financial goals. Kenneth also focuses on assisting the team with the creation of custom equity portfolios tailored to each client with a focus on either growth, income, or a combination of the two styles while also incorporating tax planning and risk management strategies.
Kenneth earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Kenneth and his wife, Vincenza, reside in Briarcliff Manor, New York, and are the parents of three children and the grandparents of three children.
Alan J. Cohen, CFP, MBA
Managing Director/Investments
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About Me
Alan began his financial services career more than 35 years ago and joined Stifel in 2021. Leveraging his extensive experience, Alan assists the team with investment planning and conservative fixed income strategies. He also works with retirees to discuss estate planning, retirement planning, risk management strategies, and wealth management matters.
Alan earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Alan earned an MBA from the New York Institute of Technology. Outside the office, he is an active contributor to the American Cancer Society and the Boys and Girls Club. He lives in Somers, New York, with his wife, Donna, and their two children.
Alan J. Cohen
CFP, MBA
CFP, MBA
Managing Director/Investments
2123282275
Alan began his financial services career more than 35 years ago and joined Stifel in 2021. Leveraging his extensive experience, Alan assists the team with investment planning and conservative fixed income strategies. He also works with retirees to discuss estate planning, retirement planning, risk management strategies, and wealth management matters.
Alan earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Alan earned an MBA from the New York Institute of Technology. Outside the office, he is an active contributor to the American Cancer Society and the Boys and Girls Club. He lives in Somers, New York, with his wife, Donna, and their two children.
Gregory E. Chapin, CPWA, CRPS, CEPA
Associate Vice President/Investments
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About Me
Greg focuses on working with entrepreneurs in finding strategic options for their objectives as they build, transition, or exit their businesses. His process begins with an in-depth understanding of the client’s business and financial and personal goals to develop a customized financial strategy.
Along with his team of dedicated professionals, Greg collaborates across business divisions to deliver intellectual capital and guidance to help address client needs. He has time-tested critical knowledge in identifying middle market and larger investment banking opportunities to introduce clients to Stifel’s investment banking professionals as well as other various advanced investment vehicles.
Gregory E. Chapin
CPWA, CRPS, CEPA
CPWA, CRPS, CEPA
Associate Vice President/Investments
2123282271
Greg focuses on working with entrepreneurs in finding strategic options for their objectives as they build, transition, or exit their businesses. His process begins with an in-depth understanding of the client’s business and financial and personal goals to develop a customized financial strategy.
Along with his team of dedicated professionals, Greg collaborates across business divisions to deliver intellectual capital and guidance to help address client needs. He has time-tested critical knowledge in identifying middle market and larger investment banking opportunities to introduce clients to Stifel’s investment banking professionals as well as other various advanced investment vehicles.
Annie Barbera
Business Development Associate
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About Me
Annie began her financial services career at Fidelity Investments in 2020 and joined Stifel in 2024. Prior to joining Stifel, she worked at Fidelity Brokerage Services LLC as a Personal Investing Risk Analyst, Financial Representative, and Relationship Manager fostering her passion for the markets and finance. As a Personal Investing Risk Analyst, Annie successfully executed Proactive, Regulatory, and RCSA (Risk and Controls Self-Assessment) Risk Assessments. Throughout her time as a Financial Representative, she assisted clients with various requests and personalized planning. As a Relationship Manager, Annie nurtured a book of business alongside her aligned advisor, creating various curated individualized retirement analysis plans.
Annie holds Series 7 and 66 securities licenses. She graduated from Providence College with a B.S. in Finance. Annie also studied Finance in Milan, home to Italy’s main stock exchange.
Annie grew up in Bedford, New York, and lives in the financial district of Manhattan. Outside the office, she enjoys running, playing tennis, and spending time at the beach.
Annie Barbera
Business Development Associate
2123282280
Annie began her financial services career at Fidelity Investments in 2020 and joined Stifel in 2024. Prior to joining Stifel, she worked at Fidelity Brokerage Services LLC as a Personal Investing Risk Analyst, Financial Representative, and Relationship Manager fostering her passion for the markets and finance. As a Personal Investing Risk Analyst, Annie successfully executed Proactive, Regulatory, and RCSA (Risk and Controls Self-Assessment) Risk Assessments. Throughout her time as a Financial Representative, she assisted clients with various requests and personalized planning. As a Relationship Manager, Annie nurtured a book of business alongside her aligned advisor, creating various curated individualized retirement analysis plans.
Annie holds Series 7 and 66 securities licenses. She graduated from Providence College with a B.S. in Finance. Annie also studied Finance in Milan, home to Italy’s main stock exchange.
Annie grew up in Bedford, New York, and lives in the financial district of Manhattan. Outside the office, she enjoys running, playing tennis, and spending time at the beach.
James E. Walsh
Registered Client Service Associate
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About Me
James began his financial services career at Stifel in 2022, helping support seven financial advisors at the Garden City branch.
James’ experience has been focused on providing high-quality, accurate work, building a strong foundation within the firm. He is experienced in the day-to-day operations of Stifel and excels in team-based or individually motivated settings. James has a deep understanding of the client service associate role and has mentored and trained numerous new associates.
James holds Series 7 and 63 securities licenses. He earned a Bachelor of Science in Finance from Providence College.
James grew up in Garden City, New York, and currently lives in the Financial District of Manhattan. In his spare time, he enjoys running, skiing, swimming, and spending time with friends and family.
James E. Walsh
Registered Client Service Associate
2123282276
James began his financial services career at Stifel in 2022, helping support seven financial advisors at the Garden City branch.
James’ experience has been focused on providing high-quality, accurate work, building a strong foundation within the firm. He is experienced in the day-to-day operations of Stifel and excels in team-based or individually motivated settings. James has a deep understanding of the client service associate role and has mentored and trained numerous new associates.
James holds Series 7 and 63 securities licenses. He earned a Bachelor of Science in Finance from Providence College.
James grew up in Garden City, New York, and currently lives in the Financial District of Manhattan. In his spare time, he enjoys running, skiing, swimming, and spending time with friends and family.
About Me
Joe began his financial services career as a Stifel intern in 2023, where he was initially introduced to the various systems and products Stifel has to offer. Shortly after graduating from Mount Saint Mary College in the spring of 2024, he began his role as a Client Service Associate joining the CBC Wealth Management Group, where he tends to a variety of client requests on a daily basis.
Leveraging his experience at Stifel, Joe applies his knowledge to assist the team with numerous responsibilities. This includes overall client service and administrative operations, where he ultimately oversees and accordingly implements necessary adjustments regarding the well-being of accounts held with the team.
Joe grew up in Northern New Jersey and, in his spare time, enjoys watching sports, pursuing personal fitness, golfing, and spending quality time with family and friends down the Jersey Shore.
Joe Angelillo
Client Service Associate
2123282279
Joe began his financial services career as a Stifel intern in 2023, where he was initially introduced to the various systems and products Stifel has to offer. Shortly after graduating from Mount Saint Mary College in the spring of 2024, he began his role as a Client Service Associate joining the CBC Wealth Management Group, where he tends to a variety of client requests on a daily basis.
Leveraging his experience at Stifel, Joe applies his knowledge to assist the team with numerous responsibilities. This includes overall client service and administrative operations, where he ultimately oversees and accordingly implements necessary adjustments regarding the well-being of accounts held with the team.
Joe grew up in Northern New Jersey and, in his spare time, enjoys watching sports, pursuing personal fitness, golfing, and spending quality time with family and friends down the Jersey Shore.
Timothy Dolan
Registered Client Service Associate
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About Me
Following graduation from the University of Scranton, where he was the captain of the men’s lacrosse team, Tim entered the financial services industry after a brief stint in management consulting and software engineering.
Tim joined CBC Wealth Management Group as a Client Service Associate. Outside the office, Tim enjoys watching all types of sports, cooking, traveling, fitness, and playing paddleball, golf, tennis, and pickleball.
Timothy Dolan
Registered Client Service Associate
2123282433
Following graduation from the University of Scranton, where he was the captain of the men’s lacrosse team, Tim entered the financial services industry after a brief stint in management consulting and software engineering.
Tim joined CBC Wealth Management Group as a Client Service Associate. Outside the office, Tim enjoys watching all types of sports, cooking, traveling, fitness, and playing paddleball, golf, tennis, and pickleball.
