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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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Phil Kwun

Phil Kwun

Managing Director, Internet & Digital Media, Tech-Enabled Services


Phil joined Stifel through its 2019 acquisition of Mooreland Partners and is a senior member of the Internet & Digital Media and Tech-Enabled Services teams in New York.


Before joining Mooreland in 2017, Phil was a Managing Director and Co-Founder of investment banking firm Sonenshine Partners, where he advised on transactions across the consumer and technology sectors. For more than 20 years, he provided financing, M&A, and restructuring advice to companies in the e-commerce, software, and consumer products sectors. He began his career as an M&A analyst at BT Wolfensohn, the M&A division of BT Alex. Brown.


Phil earned B.A. with distinction from Yale College and an MBA from the Wharton School of the University of Pennsylvania.