Brad began his investment industry career in 1988 and joined Stifel in 2016. He is a portfolio manager in the Stifel Solutions Program, offering discretionary advisory services strategies with equity growth and equity income objectives. Brad concentrates on investment selection, equity research, fixed income, and hedging strategies. Additionally, Brad is adept in developing wealth transfer, retirement planning, and long-term investment strategies.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Nicole began her investment industry career in 2015 and joined Stifel in 2023. Prior to joining Stifel, Nicole spent time working at Cohen & Steers Capital Management Inc. and Lord, Abbett & Co, LLC, building various institutional and wealth client relationships. Throughout her career, she gained considerable experience in analyzing and communicating a deep understanding of industry trends, mutual funds, separately managed accounts, fixed income, and alternative investments.