Joshua M. Bledsoe, CFP, CRPC, MBA
Managing Director/Investments
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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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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
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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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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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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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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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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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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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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 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
