ST. LOUIS, May 22, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Benn & Capan Wealth Management Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in Los Angeles.
The team consists of Peter Benn, Managing Director/Investments; Aaron Capan, Managing Director/Investments; Jessica Faris, Client Relationship Manager; and Jeronimo Ramirez, Client Relationship Manager. The team comes to Stifel from Wells Fargo Advisors, where they were responsible for $316 million in client assets.
“We are thrilled to be at Stifel! Their common sense approach to wealth management is refreshing,” said Mr. Capan. “After spending many months analyzing and interviewing a number of firms, we found that Stifel’s client-first approach and their ability to be nimble and respond rapidly was unmatched among its competitors,” added Mr. Benn.
“We’re delighted that the Benn & Capan Wealth Management Group chose Stifel,” said Michael Bill, Branch Manager. “They saw that here they’ll be treated the way they deserve to be treated, have the amenities to heighten their well-being, and be in the best possible environment to grow. With support from Managing Director, Western Region John Lee, we’ve thoughtfully curated what we call ‘the Los Angeles advisor experience,’ built around our local strengths and Stifel’s firmwide understanding that our advisors are our clients. We’ve also recently expanded our footprint in Century City to make room for teams like Benn & Capan who are looking for a firm that is supportive of the client and advisor experience.”
