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 roll 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 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 began his financial services career more than 35 years ago and joined Stifel in 2021. Leveraging his extensive experience, Alan assists the team with investing 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.

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 markets and larger investment banking opportunities best suited to clients as well as other various advanced investment vehicles.

Prior to joining Stifel, Matt was an equity compensation manager at UBS Financial Services specializing in restricted stock units, performance stock units, employee stock options (ESOPs), stock appreciation rights (SARs), and employee stock purchase plans (ESPP).  He later became a Ops Client Services Specialist and transitioned to Stifel’s CBC Wealth Management Group in 2021.

Matt holds Series 7 and 66 securities licenses.  He completed his undergrad at the University of South Carolina with a major in Finance.

Matt grew up in Northern New Jersey and currently resides in Hoboken.  He enjoys playing and watching sports, relaxing at the beach, and trying new restaurants in his area.