ST. LOUIS, May 22, 2024 – Stifel Financial Corp. (NYSE: SF) today announced that the Clark Malone Group has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in a new Private Client Group office in Des Moines, Iowa.
The Clark Malone Group is led by Grant Clark, Managing Director/Investments, and Mark Malone, First Vice President/Investments. They are joined by Sara O’Brien, Registered Client Service Associate, and Lyndsi Truka, Client Service Associate. The team comes to Stifel from Merrill Lynch, where they were responsible for $1.2 billion in client assets.
“We searched for a firm that deeply values the advisor-client relationship, and where the interests of our clients always come first,” said Mr. Malone. “What we found attractive about Stifel was a boutique atmosphere and a flat management structure that empower us to deliver the customized solutions that our clients deserve and expect.”
“We are thrilled to welcome the Clark Malone Group to Stifel in our beautiful new West Des Moines office,” said Kevin Ortmeyer, Managing Director, Central Region. “Grant and Mark have achieved great success, and we look forward to partnering with them as they accelerate their growth at Stifel, where success meets success.”
