David joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. Before Barclays, he was a Vice President at Goldman Sachs’ Private Wealth division for nearly 17 years. He works with a select group of clients, focusing his efforts on asset allocation, estate planning strategies, portfolio construction, and risk mitigation.

David earned a B.A. in History from Dartmouth College, where he earned four varsity letters as a three-year starter on the lacrosse team. He earned an MBA in Finance and Accounting from Northwestern University’s Kellogg School of Management. 

David is a member of the visitor’s board of Shady Side Academy in Pittsburgh. He is married with four children.

EXPERIENCE: 29 years, including three years of investment banking

Asset allocation does not ensure a profit or protect against a loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Stuart joined the firm as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining Barclays in 2012, he was a member of Goldman Sachs’ Private Wealth division for 24 years. He has more than 35 years of experience, serving a select group of high-net-worth families, foundations, family-focused offices, and Native American Tribes across numerous states. Stuart views his role as being a holistic wealth manager, not only focusing on asset allocation, portfolio construction, and risk mitigation, but also assisting in broader financial life issues, such as financial education, estate planning, tax-efficient strategies, retirement planning, and philanthropy. He works with experienced professionals both within and outside of Stifel to serve each client’s unique set of goals and objectives.

Stuart attended Chester College of Higher Education in England, where he earned a Bachelor of Education with honors in 1979 from University of Liverpool. He then taught high school Mathematics and Physical Education and was head coach of the district interscholastic soccer team. In 1985, Stuart moved to the U.S. and attended Indiana University, where he earned an MBA in Finance from the Kelley School of Business in 1987. It was during his time at Kelley that he developed a passion for investing and a desire to serve a select group of clients with their investment needs. Stuart holds Series 7, 63, and 65 securities licenses, with registrations in more than 30 states.

Stuart married his wife, Karen, in 1982, and they have two grown daughters, Hannah and Jessie. They recently welcomed their first grandchild to the family.

Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

EXPERIENCE: 37 years

Bill joined Stifel in 2015 as part of the firm’s acquisition of Barclays Wealth and Investment Management, Americas. He started his career at Goldman Sachs, where he worked for more than 20 years as a financial advisor within their Private Client Group prior to joining Barclays in 2012.

Bill was appointed manager of Barclays’ Chicago office in 2012. He then was asked to assume an expanded role as Head of the West Region for Barclays, supervising the Chicago, Houston, Dallas, San Francisco, and Los Angeles offices. He was promoted to Managing Director in 2014.

At Goldman, Bill and his team focused on holistic wealth management, going beyond investments to assist clients with every area of their financial picture, including wealth planning and access to investment banking and lending services.

Recognizing that each client is unique, each financial advisor on Bill’s team at Stifel works with only a few select clients to identify their needs and develop strategies with, and for, them. By harnessing professional leaders across a variety of disciplines, within and outside of Stifel, the team seeks to provide clients with the best current thinking in estate planning strategies, asset allocation, and investment planning with a goal of helping clients mitigate risk and to provide strategies designed to help grow their wealth for themselves and future generations.

Bill’s leadership experience extends beyond business to significant community roles. He served as a board member of Chicago’s bid for the 2016 Olympics, working closely with the mayor and city leadership during the three-year-long bid process. He remains president of the bid’s legacy organization, Project Torch. Bill won an NCAA title in wrestling for the University of Nebraska and a bronze medal as a member of the U.S.A. Wrestling team in the 1988 Summer Olympics in Seoul. He is a member of the National Wrestling Hall of Fame. Bill earned an MBA from the Kelley School of Business at Indiana University.

Asset allocation does not ensure a profit or protect against a loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

EXPERIENCE: 34 years

Myles has more than 15 years of experience in the financial services industry.

Before joining Stifel in 2015, Myles served as Assistant Vice President/Client Service with Barclays Wealth and Investment Management, Americas. Prior to Barclays, Myles worked in the Institutional Sales Department at Uhlmann Price Securities. Myles worked in the Denison University Investment Office while attending university.

Myles attained the Chartered Financial Analyst® designation and earned a B.A. in Economics from Denison University. He holds Series 7 and 66 securities licenses. 

EXPERIENCE: 17 years

Katherine started her career in financial services at William Blair & Co in 1993. She joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. Prior to joining Barclays, she spent six years as a wealth management professional at Goldman Sachs, where outstanding client service was her number one priority. She has worked with some of the same wealth management team for nearly 20 years. Katherine is a graduate of Michigan State University, and she holds Series 7, 63, and 66 securities licenses. She is the mother of two and lives in Oak Park, Illinois.

EXPERIENCE: 31 years

Lauren joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas. She began her career in 1988 at a small municipal bond firm. In 1992, she joined Goldman Sachs in the Private Wealth Management division. She has been working with some of the same wealth management team for more than 30 years.

Lauren is a graduate of the University of Illinois, Champaign. She is dedicated to serving clients with a high standard of care. She holds Series 7, 63, and 66 securities licenses.

She lives with her husband, Don, in Lincolnwood, Illinois.

EXPERIENCE: 36 years

Ariel began her career in the financial services industry in 2023 and currently serves as a Registered Client Service Associate at Stifel. In this role, she assists with client relations, portfolio implementation, and investment analysis support. Ariel earned a Bachelor of Science degree from Loyola University of Chicago. She lives on the Northwest side of Chicago with her husband and their two children.

EXPERIENCE: <3 year