Additional Stifel Resources

Stifel’s intellectual capital is among the most respected and experienced in the industry. Below are just a few of the talented individuals who assist in developing comprehensive wealth management strategies.

Michael O'Keeffe, CFA

Chief Investment Officer, Head of Investment Strategy

New York, New York

Michael leads the creation of Stifel’s investment insights on markets, strategic and tactical asset allocations, and opportunistic/thematic investment ideas.

Lindsey Piegza, PhD

Managing Director, Chief Economist

Chicago, Illinois

Lindsey researches and analyzes economic trends and activity, world economies, financial markets, and fiscal policies.

Barry B. Bannister, CFA

Managing Director, Chief Equity Strategist

Baltimore, Maryland

Barry has led the Institutional Equity Strategy for Stifel since 2011. Prior to the Equity Strategy role, he was an equity analyst covering primarily the machinery and engineering industries since 1987.

Brian Donlin, CFA, FRM®

Managing Director, Co-Director of U.S. Equity Research

New York, New York

Brian was appointed Co-Director of U.S. Equity Research in 2021 after serving as Associate Director of U.S. Equity Research since 2018.  He has also served as a Managing Director in the Market Strategy Group and is the firm’s Equity Derivative Strategist. 

Susan Potthast

Trust President and Chief Operating Officer – Stifel Trust

St. Louis, Missouri

Susan manages Stifel's trust division.


Aimee Jacobs, AWMA™, CEP®

Managing Director, Wealth Planning

St. Louis, Missouri

Aimee oversees Stifel’s financial planning, estate & tax planning, and insurance & annuity functions. She also manages a specialized program for high-net-worth investors.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.