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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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James M. Oates

James M. Oates

Chairman, Hudson Castle Group, Inc.

James M. Oates has served as the Managing Director of The Wydown Group, a financial consulting firm, since 1994. He is the former Chairman of Hudson Castle Group, Inc. (formerly IBEX Capital Markets, Inc.), a financial services company. Prior to Mr. Oates' current role, he was Chief Executive Officer of Neworld Bank Corp.

Mr. Oates has led several financial services and consulting firms and has substantial investment experience serving on public company, mutual fund, and private investment boards and committees. He has received a B.A from Harvard College and an M.B.A. from Harvard Business School.

Mr. Oates is a former Board member of Connecticut River Bancorp and Chairman of Connecticut River Bank (2000-2014). He was a Board member of New Hampshire Trust Company (2000-2014). Mr. Oates is a Board member and former Chairman of the John Hancock Funds and was Chairman of the Board of Emerson Investment Management, Inc. (1995-2016). He is a Trustee Emeritus of Middlesex School in Concord, Massachusetts, and a Board member of the Virtus Funds.