John M. Van Donge
Managing Director/Investments
John M. Van Donge
Managing Director/Investments
2086228730
- More than 30 years of experience serving wealthy individuals and institutions
- Former Merrill Lynch Resident Director, Century City, California
- Highly experienced in asset allocation
- Previously active member of the ultra-high-net-worth client business at Merrill Lynch
(Private Banking and Investment Group)
- Bachelor of Arts, History, University of California, Santa Barbara
Thomas S. Valenza
Registered Investment Associate
Thomas S. Valenza
Registered Investment Associate
3145566686
- Joined Stifel Private Wealth Services Group in 2018
- Former Advisory Products and Platforms Consultant at Stifel
- Focus on investments and wealth management planning for ultra-high-net-worth families on
a multi-generational basis
- Bachelor of Science, Personal Financial Planning, University of Missouri – Columbia
Stephanie D. Sullivan
Registered Client Service Associate
Stephanie D. Sullivan
Registered Client Service Associate
5166635486
- 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
Michael J. Sullivan
Managing Director/Investments; Director, Client Coverage
Michael J. Sullivan
Managing Director/Investments; Director, Client Coverage
5166635237
- More than 35 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
Veronica Napoli
Executive Assistant
Veronica Napoli
Executive Assistant
5166635235
- 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
Pamela J. Henry
Registered Client Service Associate
Pamela J. Henry
Registered Client Service Associate
3145566681
- Joined the Private Wealth Services Group at Stifel in 2013
- More than 30 years of experience in serving ultra-high-net-worth families on a multi-generational basis – 21 years at Merrill Lynch
- Bachelor of Science, Biblical Studies, Moody Bible Institute, Chicago, Illinois
Patrick J. Gaffney
Vice President/Investments
Patrick J. Gaffney
Vice President/Investments
5166635234
- 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
Joshua M. Bledsoe, CFP, CRPC, MBA
Managing Director/Investments
Joshua M. Bledsoe
CFP, CRPC, MBA
CFP, CRPC, MBA
Managing Director/Investments
3143422552
- More than 25 years of experience serving wealthy individuals and businesses
- Former Chairman of Merrill Lynch Advisory Council to Management
- Holds the CERTIFIED FINANCIAL PLANNER™ certification
- Holds the Chartered Retirement Planning CounselorSM designation
- Master of Business Administration, Washington University, Olin School of Business
- Bachelor of Arts, Business Administration, Westminster College
Marie Aardema
Registered Investment Associate
Marie Aardema
Registered Investment Associate
8058834962
- More than 25 years of experience working in the financial services business
- Joined the Private Wealth Services Group in 2015, serving the account-related needs of ultra-high-net-worth individuals, families, and businesses
- Focus on relationship management, tactical trading, and asset allocation implementation
- Bachelor of Science, Business Administration, California Lutheran University
