With over 30 years of experience in portfolio construction and asset allocation, Greg has a deep understanding of client needs, working closely with a broad array of high-net-worth and institutional investors, including athletes, entertainers, family-focused offices, and middle-market institutions.

Leveraging Stifel’s extensive resources, including the strong relationships he’s forged with experienced research analysts and traders, Greg develops customized investment plans with his clients’ goals at the very center.  This approach has enabled him to build deep, long-standing relationships, many of which date back to the beginning of his career.

Greg began his investment career with Smith Barney in 1990 and joined Stifel in 2015 upon the firm’s acquisition of Barclays Wealth and Investment Management, Americas.  He joined Barclays as a Managing Director in 2008 when the firm acquired the Lehman Brothers Private Investment Management (PIM) business in the Americas.  He worked for Lehman Brothers from 2000 to 2008 after serving as a Director in the Private Client Division of SG Cowen from 1995 to 2000.

Greg was named to Forbes’ Best-in-State Wealth Advisors list in 2021, 2022, 2023, and 2024; Barron's Top 1,200 Financial Advisors list in 2019, 2020, 2021, 2022, 2023, and 2024; and AdvisorHub’s Advisors to Watch list in 2022, 2023, and 2024.

A native of Rochester, New York, Greg earned a B.S. in Finance from Syracuse University and is actively involved within its alumni network.  He has three children and is an avid golfer and boater.

Forbes’ Best-in-State Wealth Advisors, selected by SHOOK Research, LLC., Barron’s Top 1,200 Advisors, and AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending June 30, September 30, and December 31, respectively, of the year prior to publication.  Each are selected from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.

Brittne joined Stifel in 2020 and brings over 15 years of financial services experience serving high-net-worth investors and institutional clients.  Focused on operational efficiency and providing white-glove service, she oversees all team projects and operations while serving as a key point of contact for clients.  An integral part of the team, she works closely with team members and clients to coordinate the information needed to evaluate and implement their agreed-upon investment strategies.

Prior to Stifel, Brittne managed relationships with middle-market financial institutions at BNY Mellon.  She also held Investment Associate positions at Merrill Lynch and JPMorgan.

Brittne earned a B.A. in Art History from Columbia University.  She remains an active alumna, currently serving as both an executive board member and state co-chair of the school’s General Studies Alumni Association (GSAA). 

Originally from Arizona, Brittne resides in New Jersey with her husband and two children.  She is an avid photographer and enjoys traveling in her free time.

Adrieanna joined Stifel in 2022 in Wilmington, North Carolina.  Prior to joining Stifel, she began her financial services career at UBS.  As a Client Relationship Manager, she is passionate about ensuring that clients receive an outstanding service experience.  Adrieanna earned a B.S. in Business Administration from the Cameron School of Business at University of North Carolina Wilmington (UNCW).  She holds Series 7 and 66 securities licenses. 

After a long stint in North Carolina, Adrieanna has relocated back to her home state of New Jersey, bringing her knowledge of and experience with the firm to The DelMonte Group.  Outside the office, she enjoys trying new restaurants and spending time with her niece. 

Carolyn Murillo joined Stifel in 2016 as a Client Service Associate and is responsible for the daily administrative work on new and existing client accounts.  She serves as a dedicated point of contact for service issues and keeps clients informed about their account transactions and status.

Carolyn joined Barclays in 2008, when it acquired the Lehman Brothers Private Investment Management (PIM) business in the Americas.  She began her financial services career in at Quick and Reilly Group while attending college and raising her son.  She is a native New Yorker and currently lives in Brooklyn.