Each client is unique. With that in mind, Stephen strives to deliver a clear and consistent experience that addresses their particular goals and objectives.
Stephen joined Stifel in 2007. Prior to Stifel, he worked for Thomson McKinnon and Oppenheimer and Co.
Stephen currently resides in Manhattan after living in Roslyn, New York, for 28 years. While living in Roslyn, he and his wife raised two wonderful sons. He is still active at Temple Beth Sholom, where he was a former Men’s Club president and board member.
Oliver believes that by truly understanding clients’ lives and financial goals, customized wealth management plans can be designed and tailored to their specific needs. He earned the CERTIFIED FINANCIAL PLANNERTM certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
In today’s hectic world, Oliver strives to be the constant in the lives of his clients, providing them informed guidance and strategies on how to best manage their wealth. He focuses on working with busy professionals and retirees, helping them plan for and pursue their goals.
When not serving his clients, Oliver enjoys spending time with his wife, Arielle. He is an avid golfer and enjoys traveling to new places. An active member of his community, Oliver currently serves on the board of the Long Island Golf Association.