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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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Mark Baillie

Mark Baillie

Managing Director, Software

Mark joined Stifel in 2010 following the acquisition of Thomas Weisel Partners and is a Managing Director with an emphasis on the software subsector. He brings more than a decade of technology investment banking experience to Stifel.

Mark first joined the technology investment team at Thomas Weisel Partners in 2004. Prior to that, Mark was an Associate at SoundView Technology Group, where he focused on advising software clients on public and private financings and M&A. He also previously worked in Eastern Europe advising clients on raising capital and economic reform.

Mark received a BA from Princeton University.