About Me
Currently a Managing Director/Investments at Stifel in Washington, DC, Eric began his career at Citigroup Global Markets as a Financial Consultant in 2003. In 2005, he transitioned to Morgan Stanley’s Global Wealth Management division, where he continued to build his wealth management practice as a Vice President/Investments with high-net-worth investors. In 2013, as a Director/Investments, he expanded his practice to include various global family-focused offices at Barclays Wealth and Investment Management, Americas, which was acquired by Stifel in 2015.
Eric provides customized investment strategies, retirement income planning strategies, asset allocation, and risk management strategies to high-net-worth clients, utilizing Stifel’s robust research capabilities and intellectual capital, including: stock selection, corporate and municipal fixed income, government and agency securities, preferred stocks, exchange traded funds (ETFs), mutual funds, unit investment trusts (UITs), alternative investments, and options. Eric earned a B.B.A. in Finance from The George Washington University in Washington, DC, and holds Series 7 and 66 securities licenses. He has been a member of Stifel’s Chairman’s Council since 2017 and was named to Forbes’ inaugural Top Next-Gen Wealth Advisors list in 2017. He was also named to AdvisorHub’s Advisors to Watch list in 2022 and 2024.
Eric currently lives in Bethesda, Maryland, with his wife, Hillary, his children, Madison and Grayson, and their Westie, Chase.
About Me
Rob began his investment industry career in 2010 and joined Stifel in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas. Prior to Barclays, he was a Financial Advisor with Morgan Stanley’s Global Wealth Management division.
Leveraging Stifel’s robust services, Rob assists clients with complex financial matters, such as investment banking and capital markets offerings, commodities/futures, structured products, equity research, alternative investments/hedge funds/private equity, and private banking. Rob prides himself on providing a high level of communication and top-tier client service by addressing each family’s unique goals and needs.
Rob earned a B.S. in Business Administration from The Catholic University of America and holds Series 7 and 66 securities licenses. Robert was named to Forbes’ Top Next-Gen Wealth Advisors Best-in-State list in 2023 and 2024. Away from the office, Rob serves as co-chair of the Children’s National Hospital NEXT committee. He enjoys golf, skiing, and spending time with family and friends. Rob resides in Chevy Chase, Maryland, with his wife, Erin, and their daughters, Ellie and Maeve.
About Me
For more than a decade, Brandon has gained a wealth of experience assisting business owners and high-net-worth families in pursuing their goals. He began his career as a Financial Advisor at Morgan Stanley and joined Stifel with his partners through its acquisition of Barclays Wealth and Investment Management, Americas, in 2015.
Brandon leverages Stifel’s vast resources and broad intellectual capabilities to provide customized plans that align with his clients’ complex needs. He harnesses the full depth of the firm’s wealth management and investment planning services, offering tactical allocation strategies across all asset classes. Brandon graduated from The George Washington University in Washington, DC.
Outside of the office, Brandon previously served as president of the American Heart Association PULSE Committee. He remains dedicated to volunteering with various nonprofit organizations in Washington, DC, where he lives with his wife, Angelica.
About Me
Kelsey began her financial services career in 2018 and joined Stifel in 2020. She engages clients in thoughtful conversation to gain a better understanding of their lives and build a genuine relationship. She supports the team in implementing customized retirement planning strategies, unique to each family’s specific goals and circumstances. She coordinates these detailed strategies to help the team evaluate clients’ needs while delivering outstanding service.
Kelsey earned a B.S.B.A. in Finance from The Catholic University of America. Originally from Providence, Rhode Island, she currently resides in Washington, DC. Outside the office, she enjoys playing tennis and taking her dog, Ollie, for long walks at the National Mall.
About Me
Grace began her financial services career at Stifel in 2024. Prior to joining Stifel, she has experience working as a Finance and Accounting intern at Qualcomm. Grace focuses on assisting clients with their administrative needs while delivering a high level of service. She also coordinates client meetings, reviews, and client communications. She earned a Bachelor of Science in Business Administration from California Polytechnic State University. When not in the office, she enjoys being outside and spending time with her friends and family.
Asset allocation does not ensure a profit or protect against loss.
For 2024 qualification, Stifel’s Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.
Forbes’ Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.