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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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Larry Phillips

Larry Phillips

Managing Director, Internet & Digital Media, Software

Larry joined Stifel through its 2019 acquisition of Mooreland Partners, where he was one of the founding partners of the firm's U.S. practice. He is a senior member of the Digital Media and Enterprise Software teams with extensive experience in many sectors within business application software and financial technology, as well interactive marketing technology and services. He has 25 years of investment banking, venture capital, and operating management experience in the information technology industry.

Prior to joining Mooreland in 2004, Larry worked at various investment banking firms, including Brown Brothers Harriman and Unterberg Harris. In addition, he held general management roles at the media holding company PRIMEDIA, where he launched and ran the company's interactive division, and subsequently started and ran an in-house corporate venture fund. He has also served as CEO and CFO at several technology startup companies and has served on many public and private companies' boards.

Larry earned an A.B. from Cornell University, where he graduated with Distinction in Mathematics and Physics, and an MBA from Harvard Business School.