Private Wealth Services Group
Joshua M. Bledsoe
CFP, CRPC, MBA
CFP, CRPC, MBA
Managing Director/Investments
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- More than 25 years of experience serving wealthy individuals and businesses
- Former Chairman of Merrill Lynch Advisory Council to Management
- Member of Young Presidents Organization (YPO)
- Holds the CERTIFIED FINANCIAL PLANNER™ certification
- Holds the Chartered Retirement Planning CounselorTM designation
- Master of Business Administration, Washington University, Olin School of Business
- Bachelor of Arts, Business Administration, Westminster College
Patrick J. Gaffney
First Vice President/Investments
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- More than 10 years of experience serving wealthy individuals and institutions
- Former Private Wealth Associate for Merrill Lynch’s Private Banking and Investment Group
- Focus on investments and wealth management planning for ultra-high-net-worth families on a multi-generational basis
- Bachelor of Science, Finance, Quinnipiac University
Michael J. Sullivan
Managing Director/Investments; Director, Client Coverage
Michael J. Sullivan
Managing Director/Investments; Director, Client Coverage
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- Nearly 40 years of experience serving wealthy individuals, businesses, and institutions
- Former Head of Global Client Coverage at Merrill Lynch
- Previously a key leader in the formation of the ultra-high-net-worth client business at Merrill Lynch (Private Banking & Investment Group)
- Significant experience serving numerous families with investable assets exceeding $100 million
- Bachelor of Science, Accounting, St. John’s University
Robert Hazelton
Client Service Associate
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- Joined the Private Wealth Services Group in 2023
- Previous work experience in working with fund managers of various asset classes to connect them with asset allocators across the U.S., ranging from RIAs to a variety of different institutional investors
- Bachelor of Arts, Economics, Hobart College
Pamela J. Henry
Registered Client Service Associate
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- Joined the Private Wealth Services Group at Stifel in 2013
- More than 30 years of experience in serving the account-related needs of ultra-high-net-worth families on a multigenerational basis – 18 years at Merrill Lynch
- Bachelor of Science, Biblical Studies, Moody Bible Institute, Chicago, Illinois
Veronica Napoli
Executive Assistant
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- More than 20 years of experience as an Executive Assistant in private wealth services
- Former Executive Assistant for Merrill Lynch’s Private Banking and Investment Group
- Bachelor of Science, Management, St. Francis College
Stephanie D. Sullivan
Registered Client Service Associate
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- Joined Stifel Private Client Group in 2020
- Three years of experience working in the golf-fashion industry with Greyson Clothiers and Dunning/Greg Norman
- Bachelor of Arts, Psychology, Siena College
- Division I golf, Siena College
Amelia Tobias
Registered Investment Associate
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- Joined the Private Wealth Services Group in 2022
- Former Consulting Services and Managed Money Specialist at Stifel
- Bachelor of Science, Psychology, The University of Texas at Austin
Thomas S. Valenza
Registered Investment Associate
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- Joined Stifel Private Wealth Services Group in 2018
- Former Advisory Products and Platforms Consultant at Stifel
- Focus on supporting the team’s investments and wealth management for ultra-high-net-worth families on a multigenerational basis
- Bachelor of Science in Human Environmental Sciences, Personal Financial Planning, University of Missouri-Columbia