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Stifel Wealth Tracker

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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.

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Adam T. Berlew

Adam T. Berlew

Executive Director of Americas Marketing, Google Cloud

Adam T. Berlew serves as Executive Director of Americas Marketing for Google Cloud and is a highly accomplished senior executive with more than 25 years of success within the cloud, high-tech, telecom, and financial and professional services sectors.

Prior to joining Google Cloud, Mr. Berlew was Vice President of Global Customer Engagement Marketing for Brocade Communications from 2015 to 2017. In this role he oversaw all direct, channel, and OEM marketing teams as well as global campaigns and events. Prior to that, he served as Vice President of Global Demand Generation Marketing & Field Marketing for Equinix, Inc. from 2012 to 2015. He has also been a tenured executive with Dell Inc., where he held roles in field marketing, brand and demand generation marketing, product marketing, and sales.

In addition, Mr. Berlew is a member of the Board of the U.S. Olympic Luge Committee. He has provided consultancy services to major telecommunications and retail corporations, and he was featured in a 2016 article by Laura Ramos, “Retro Yet Revolutionary: Demystifying Account-Based Marketing.”

Mr. Berlew earned a Bachelor of Arts in Economics and Political Science (with honors) from Brown University and a Master of Business Administration from the Wharton School at the University of Pennsylvania.