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.

Nataliya Popel, CFA

Managing Director, Structured Investments

New York, New York

Nataliya is a Managing Director and the Head of Structured Investments at Stifel. She joined the firm as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas.  Prior to this, she was a Vice President within the firm’s Equity and Funds Structured Solutions desk for 10 years, where she was responsible for originating and distributing structured investment solutions and quantitative strategies to banks and broker-dealer clients.