Eric began his investment industry career and joined Stifel in 2013. Prior to joining Stifel, Eric was an Investment Committee Analyst for a regional firm and an Exploration and Production Analyst. Eric’s skill set is unique and complementary, and his background in finance and economics contributes to providing insightful market perspectives to clients. Eric’s focus is in providing top-tier service and highly customized strategies to clients.
Series 7
Series 66
Bachelor of Science degree in Business Administration with a major in Finance from University of Denver
Daniel began his investment industry career in 2020 and joined Stifel in 2021 to support the team by coordinating planning and providing investment analytics. Prior to joining Stifel, he worked at Merrill Lynch.
Series 7 and 66
Bachelor of Science degree in Managerial Economics from the University of California, Davis
Kathrina joined Stifel in 2016 and the NetLegacy Advisory Group in 2017 as a Registered Client Service Associate. Today, she focuses on client service, operational, administrative, and trade support, serving as the team’s Client Relationship Manager. Passionate about everything she does, she is dedicated to providing high-quality service to our clients. Kathrina has more than 20 years of financial industry experience. Prior to joining Stifel, she worked as a Registered Client Associate at J.P. Morgan Securities Private Client Services, Credit Suisse First Boston, and Robertson Stephens in San Francisco.
Kalisi began her financial services career at Stifel, providing client service and technology support. She is responsible for providing top-tier service and completing administrative tasks for the team.
Bachelor of Science degree in Business Administration and Finance from the University of San Francisco
