Additional Stifel Resources

Michael O'Keeffe, CFA
Chief Investment Officer and Global Head of Investment Strategy
New York, New York
 

Michael leads the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.

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Lindsey Piegza, Ph.D.
Managing Director – Chief Economist
Chicago, Illinois
 

Lindsey researches and analyzes economic trends and activity, world economies, financial markets, and fiscal policies.

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Barry B. Bannister, CFA
Managing Director – Chief Equity Strategist
Baltimore, Maryland
 

Barry has been Head of Institutional Equity Strategy for Stifel since 2011.  Prior to his Equity Strategy role, he was an equity analyst covering primarily the machinery and engineering industries since 1987.

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Aimee Jacobs, AWMA®, CEP®
Managing Director, Wealth Planning
St. Louis, Missouri
 

Aimee oversees Stifel's financial planning, estate & tax planning, and insurance & annuity functions.  She also manages a specialized program for high-net-worth investors. 

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Andy Johnson, CLU®, ChFC®
Vice President, Insurance & Annuity Solutions Manager
St. Louis, Missouri
 

Andy has more than 24 years of experience in the investment services industry. He joined Stifel in 2017 as the Insurance Solutions Manager.

His responsibilities include leading the Insurance Solutions team in marketing life, long-term care, and disability insurance to Stifel's financial advisors and their clients.

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Lauren N. Randazzo, CPA
Assistant Vice President, Wealth Strategist
Estate & Tax Planning | Wealth Planning
St. Louis, Missouri
 

Lauren joined Stifel's Wealth Planning Department in 2016 as a Tax Planning Specialist and is currently a Wealth Strategist. Lauren provides tax planning support to financial advisors and their clients by reviewing and analyzing current tax situations and presenting tax planning concepts to help them make informed investing decisions.

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Stephen Lestmann, JD
Assistant Vice President, Wealth Strategist
Estate & Tax Planning | Wealth Planning
St. Louis, Missouri
 

Stephen joined Stifel in 2013 as an Estate Planning Specialist in the Wealth Planning Department. Stephen serves as a resource to financial advisors and their clients in matters of estate planning, estate and gift tax planning, and estate and trust administration.

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Gregg Billmeyer
Vice President/Mortgage Banker
St. Louis, Missouri
 

Gregg joined Stifel Bank & Trust in 2010.  He is very responsive to his clients and has a wealth of knowledge regarding investor and government guidelines.  One of Gregg's strengths is discovering a client's needs and then finding the loan programs best suited to their current and future financial goals.

Gregg helps homeowners in all 50 states and offers competitive rates with very low closing costs.  Years of experience make Gregg a trusted source – which is evident from the many referrals he receives from past clients.

Prior to joining Stifel, Gregg worked at CitiMortgage and JP Morgan Chase. Gregg graduated from University of Missouri with a Bachelor of Science in Financial Planning.  He enjoys spending time with his wife and two children.  Gregg is an avid golfer and coaches youth hockey.

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Nataliya Popel, CFA
Director – Head of Structured Investments Team
New York, New York
 

Nataliya leads Stifel's Structured Investments team, which is responsible for developing calendar and customized Structured Investments solutions for advisors and clients of Stifel's Private Client Group, helping clients pursue strategic investment objectives, including enhanced yield, enhanced growth, and downside protection in their investment portfolios.