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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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Brad Raymond

Brad Raymond

Head of Global Investment Banking


Brad is Head of Global Investment Banking. He joined Stifel in 2010 following the acquisition of Thomas Weisel Partners and has nearly 20 years of technology investment banking experience.


Brad joined Thomas Weisel Partners in 2004 and was elevated to Co-Head of Investment Banking. Prior to that, he was Co-Head of Software Investment Banking at Morgan Stanley and was in the Technology M&A Group at JP Morgan. Brad began his career as an Investment Banking Analyst at Alex. Brown & Sons.


Brad received an MBA from the Haas School of Business at the University of California at Berkeley and a BA from Harvard University. Brad serves on the Board of New York City Outward Bound and is a Trustee for the Westminster School.