A proven leader with nearly 25 years of experience in the financial services industry.
In my most recent role as Stifel’s Head of Advisor Recruiting, I leveraged my extensive industry expertise to attract and retain top advisor talent for the firm. Between 2017 and 2019, our recruiting strategy brought in advisor talent representing nearly $53 billion in assets.
Before Stifel, I spent 14 years at Merrill Lynch, leading fee-based sales and financial planning teams in New York City, and seven years at Ameriprise, where I launched and led the advisor recruiting channel for the firm’s employee division.
When I’m not working, I’m training for my next race. The persistence, endurance, and discipline required to finish 12 Ironman triathlons have served me well in my professional life. Plus, I often find that the best thinking happens during long runs in the rain.
Closer to home, I’m committed to investing in the communities where I live and work: Philadelphia and Juno Beach, Florida. I hope to positively impact the next generation of learners and workers by offering my expertise as a coach and a mentor to business leaders of the future. I have three wonderful children – Meghan, John III, and Thomas – and hope to spend the coming years traveling to new places and exploring different cultures with them as they embark on life’s journey as adults.
I completed my Bachelor’s degree in Business Administration and Marketing from the University of Cincinnati before earning an MBA from the University of London. I earned my Doctor of Education (Ed.D) in 2019 from the University of Pennsylvania’s CLO Program and completed my dissertation on external coaching and internal mentoring programs in the financial services industry.