ST. LOUIS, September 2, 2021 – Stifel Financial Corp. (NYSE: SF) today announced that a team of four financial advisors has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City.
Operating as the CBC Wealth Management Group, the team consists of Kenneth Chapin, Greg Chapin, Stephen Barbera, and Alan Cohen. They come to Stifel from UBS Financial Services, Inc., where they were responsible for $764 million in client assets.
“Our decision to move our practice was not one that we took lightly. With Stifel, we found an opportunity to join a forward-looking firm with an entrepreneurial culture and world-class resources. Our clients and relationships come first, and we have found a firm that shares in that client-centric mentality. We are excited to embark on this new partnership and look forward to providing our clients with the level of service they are accustomed to,” said Greg Chapin.
“We are delighted to have this successful and growing team join our flagship office at 3 Bryant Park,” said Chris Harrington, Sales Manager. “They did a tremendous amount of due diligence to make this important decision for their clients, and we are very happy they’ve made Stifel their firm of choice.”
“We are very pleased that the team saw the significant opportunity for their clients at Stifel,” added Mark Stevenson, Branch Manager. “Stifel is a true growth company, with a diverse and comprehensive high-net-worth platform. We look forward to growing together for many years to come.”
