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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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Todd Feldman

Todd Feldman

Managing Director, Internet & Digital Media, Software

Todd joined Stifel through its 2019 acquisition of Mooreland Partners. He joined Mooreland at its founding in 2003. He is a senior member of the Internet & Digital Media and Software teams and specializes in communications software.

Prior to joining Mooreland Partners, Todd was a consultant for a restructuring firm called Crossroads LLP, where he worked on projects for large telecommunications companies. Prior to joining Crossroads, he was Manager of Corporate Finance and Strategy at Telergy, a competitive local exchange carrier based in Syracuse, New York. At Telergy, he helped raise more than $200 million in debt and equity capital and completed telecommunications joint ventures with selected utility partners.

Todd began his career in the investment banking division of Donaldson, Lufkin & Jenrette, where he worked on a wide range of transactions for technology, media, and telecommunications companies. He earned a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.