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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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Mortgage Finance & Loan Trading

Stifel's Mortgage Finance and Loan Trading Department specializes in marketing and evaluating loan portfolios. Our expertise encompasses residential, multifamily, commercial, and consumer loans. From adjustable rate to fixed rate mortgages, and from performing new originations to seasoned or even non-performing loans, Stifel can provide enhanced liquidity, often in the form of aggressive "whole loan" bids from a wide range of firm clients.

Stifel is a full-service investment bank with a particularly strong focus on small to mid-size depository institutions. The interplay between investment banking (mergers and acquisitions, capital raising, and strategic discussions, etc.) and the balance sheet strategies groups (providing banks with investment and liquidity solutions) combines to provide a steady flow of loan portfolios for the Mortgage Finance and Loan Trading Department to evaluate and market. As a result, the Mortgage Finance and Loan Trading Department regularly sells a broad range of loan portfolios and has established a wide variety of investors. Our firm-wide relationships with small to mid-size depositories, coupled with liquidity provided by the big banks, conduits, Wall Street firms, insurance companies, specialty finance companies, and hedge fund companies creates the unique network we draw on for loan portfolio liquidity.

For more information, please contact:

Erik Rand

Roberta Graffeo

Senior Vice President and Manager, Mortgage Finance Senior Vice President
(888) 504-5100 (888) 504-5100
(973) 549-4242 (973) 549-4243