Senior Vice President/Investments, Stifel Institutional

Brian has over 20 years of experience serving the needs of public company executives and wealthy families. His focus is on integrated benefit plans, including equity compensation, defined benefit, and deferred compensation, as well as executive services including the sale of control and restricted stock and 10(b)5-1 trading plans. Brian helps executives manage their concentrated stock positions, and he has extensive experience providing guidance to high-net-worth individuals and designing/implementing corporate equity compensation plans.