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Stifel Wealth Tracker

For Stifel Access, click here
Wealth Tracker screenshot on mobile device

Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
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Wealth Tracker screenshot on mobile device
Learn more at

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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.

Stifel Access Log In

Stifel Financial Corp.

Board of Directors and Officers

Ronald J. Kruszewski Ronald J. Kruszewski*

Chairman of the Board and Chief Executive Officer

Kathleen Brown Kathleen Brown*

Manatt, Phelps & Phillips, LLP

Adam T. Berlew Adam T. Berlew*

Vice President Digital, Enterprise and Platform Marketing, Atlassian

Michael W. Brown Michael W. Brown*

Former Vice President and Chief Financial Officer
Microsoft Corporation

Robert E. Grady Robert E. Grady*

Advisory Partner
Summit Partners

Jim Kavanaugh Jim Kavanaugh*

Co-Founder and CEO
World Wide Technology

Daniel J. Ludeman, Sr. Daniel J. Ludeman, Sr.*

President and CEO
Concordance Academy of Leadership

Maura Markus Maura Markus*

Former President and Chief Operating Officer
Bank of the West

David A. Peacock David A. Peacock*

Chief Operating Officer
Continental Grain Company

Thomas W. Weisel Thomas W. Weisel*

Senior Managing Director & Director

Michael J. Zimmerman Michael J. Zimmerman*

Vice Chairman
Continental Grain Company

Victor J. Nesi Victor J. Nesi

Director, Institutional Group

James M. Zemlyak James M. Zemlyak


Mark P. Fisher Mark P. Fisher

Senior Vice President,
General Counsel,
and Corporate Secretary

James M. Marischen James M. Marischen

Chief Financial Officer

Thomas B. Michaud Thomas B. Michaud

President and Chief Executive Officer
Keefe, Bruyette & Woods

Christopher K. Reichert Christopher K. Reichert

CEO, Stifel Bank & Trust

David D. Sliney David D. Sliney

Chief Operating Officer

* Director

Stifel, Nicolaus & Company, Incorporated

Board of Directors

Ronald J. Kruszewski Ronald J. Kruszewski

Chairman of the Board and Chief Executive Officer

James M. Zemlyak James M. Zemlyak

Executive Vice President
Chief Operating Officer

Victor J. Nesi Victor J. Nesi

Executive Vice President