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STIFEL FINANCIAL CORP.

(SF)
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Stifel Financial : SEVEN STIFEL ADVISORS NAMED TO FORBES' TOP NEXT-GEN WEALTH ADVISORS LIST

09/21/2021 | 10:12am EDT

FOR IMMEDIATE RELEASE

SEVEN STIFEL ADVISORS NAMED TO FORBES'

TOP NEXT-GEN WEALTH ADVISORS LIST

ST. LOUIS, September 21, 2021 - Stifel Financial Corp. (NYSE: SF) today announced that Forbes has named the following Stifel financial advisors to its 2021 Top Next-Gen Wealth Advisors list, which recognizes top advisors under the age of 40:

  • Kyle Adams - Wooster, Ohio
  • James Hafele - New York, New York
  • JR Koeijmans - Dallas, Texas
  • Eric Krueger - San Francisco, California
  • Jason Mingelgreen - New York, New York
  • Austin Nold - St. Joseph, Missouri
  • Evan Price - Birmingham, Alabama

"These ambitious, client-focused professionals prove that Stifel is a firm that provides the resources, support, and, most importantly, the culture where the next generation of advisors can build a successful practice and a rewarding career," said Ron Kruszewski, Chairman and CEO of Stifel. "We're proud of their commitment to their valued clients, particularly amid the challenges presented by the pandemic, and we could not be more pleased that they've made Stifel their Firm of Choice."

Methodology

Forbes' Top Next-Gen Wealth Advisors, September 21, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 34,000 nominations. Advisors were rated based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered were born in 1982 or later and have a minimum of four years' experience, including at least one year at their current firm. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

Stifel Company Information

Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel's broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and

municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company's website at www.stifel.com.

***

For further information, contact Brian Spellecy (314) 342-2000

Disclaimer

Stifel Financial Corporation published this content on 21 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 September 2021 14:11:07 UTC.


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Sales 2021 4 566 M - -
Net income 2021 729 M - -
Net cash 2021 211 M - -
P/E ratio 2021 12,2x
Yield 2021 0,77%
Capitalization 8 138 M 8 138 M -
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Ronald James Kruszewski Chairman & Chief Executive Officer
James Mark Zemlyak Co-President & Head-Global Wealth Management
Victor J. Nesi Co-President & Director-Institutional Group
James M. Marischen Chief Financial Officer
David D. Sliney Chief Operating Officer
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