Josh Bledsoe and Michael Sullivan walking down hallway

Private Wealth Services Group

Joshua Bledsoe

Joshua M. Bledsoe, CFP, CRPC, MBA

Managing Director/Investments

Patrick Gaffney

Patrick J. Gaffney

Senior Vice President/Investments

Michael Sullivan

Michael J. Sullivan

Managing Director/Investments; Director, Client Coverage

Thomas Valenza

Thomas S. Valenza

First Vice President/Investments

Stephanie Sullivan

Stephanie D. Downey

Registered Client Service Associate

Robert Hazelton, Client Service Associate

Robert Hazelton

Registered Client Service Associate

Pam Henry

Pamela J. Henry

Senior Registered Client Service Associate

Kelli D. Latta ,Client Service Associate

Kelli D. Latta

Client Service Associate

Veronica Napoli

Veronica Napoli

Executive Assistant

Amelia Tobias, Registered Investment Associate

Amelia Tobias

Registered Investment Associate

Working in Conjunction With These Financial Advisors

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Keith Creech

Senior Vice President/Investments

 

Keith began his investment industry career at Stifel in 2018.

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Oliver Hudesman, CFP®

Senior Vice President/Investments

 

Oliver began his investment industry career at Stifel in 2008.

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John M. Van Donge

Managing Director/Investments

 

John began his investment industry career in 1988 and joined Stifel in 2014.

DiBenedetto & Schneiweiss Wealth Advisory Group

Russell A. DiBenedetto

Senior Vice President/Investments

 

Russell began his investment industry career in 2005 and joined Stifel in 2016.

Brian Schneiweiss

Senior Vice President/Investments

 

Brian began his investment industry career in 2000 and joined Stifel in 2016.

Richard Grasso, CFP®

Vice President/Client Service, Client Relationship Manager

 

Richard began his investment industry career at Stifel in 2016.


James Weimer

Assistant Vice President/Client Service, Client Relationship Manager

 

James joined Stifel’s Corporate & Institutional Advisory Services Team in 2021.

Luca Lotito

Registered Client Service Associate

 

Luca joined Stifel’s Corporate & Institutional Advisory Services Team in 2024.