Stifel Financial Corp.
Overview
Stifel Financial Corp. is a diversified global wealth management and investment banking company that provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individuals, corporations, and municipalities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Sage | Jul 2026 | Debt | Lead |
| Ambiq | Jun 2026 | Follow-on Offering | Co-investor |
| Alamar Biosciences | Apr 2026 | IPO | Co-investor |
| Seaport Therapeutics | Apr 2026 | IPO | Co-investor |
| SpyGlass Pharma | Feb 2026 | IPO | Co-investor |
Key People
Adam Kohn
Managing Director
Adam Vengrow
Managing Director
AIF® Perry Fishbein
Managing Director Investments, Portfolio Manager-Solutions Program - Stifel
Allen Oppici
Managing Director
Ashish Burman
Managing Director
Brad Edgar
Managing Director
Brian Connors
Managing Director
Bryan Stelmack
Managing Director
CFP® Sam Catlett
Managing Director Investments, Portfolio Manager Solutions Program - Stifel
Chad Moore
IB Managing Director
Chris Cannon
Managing Director
CPWA® Todd Godin
Managing Director Investments, Portfolio Manager Solutions Program - Stifel
Dan Arias
Managing Director
David Dudlyke
Managing Director
David Gordon
Managing Director
David Lutz
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
