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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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Richard T. Dalton

Richard T. Dalton

Managing Director, Electronics & Industrial Technology, Tech-Enabled Services


Rick joined Stifel through its 2019 acquisition of Mooreland Partners, where he was one of the founding members of Mooreland's West Coast practice. Rick is a senior member of the Electronics, Applied & Industrial Technology and Tech-Enabled Services teams, specializing in automation, robotics, embedded systems, storage technology, and IT services. He has more than 20 years of experience in technology investment banking and finance. Prior to joining Mooreland in 2007, he was a Managing Director and Co-Head of SVB Alliant's Enterprise Systems Group.


Prior to SVB Alliant, Rick was head of the Computer Infrastructure Group at Broadview International, where he specialized in providing M&A advice to producers of computer peripherals, storage, embedded systems, test and measurement instruments, and production equipment. Prior to Broadview, Rick was a member of the U.S. corporate finance group of Robert Fleming, an international merchant banking organization, and its Asian affiliate, Jardine Fleming. Rick started his career practicing public accounting with Touche, Ross & Co.


Rick earned a B.B.A. from Boise State University. He holds both the Certified Public Accountant and Certified Management Accountant designations.