Avi Stein

Avi Stein is a wealth management executive currently serving as the CFO of Global Wealth Management at Stifel Financial Corp. since December 2015. He is based in the Greater New York City Area and has extensive experience in accounting and finance.1

Professional Experience

• Stifel Financial Corp.

  • CFO Global Wealth Management: Since December 2015, Avi Stein has been responsible for overseeing the financial planning and performance goals of the business, ensuring robust financial controls, and managing cost agendas.1

• Barclays Wealth and Investment Management

  • Chief Financial Officer - Americas: From February 2013 to December 2015, he was accountable for financial oversight, cost management, and strategic performance goals.1
  • Head of Business Management - Americas: From April 2012 to February 2013, he managed workforce plans, compensation structures, and cost management activities.1
  • Director of Performance and Planning - Americas: From September 2008 to April 2012, he led a team responsible for reporting and budgeting processes.1

• Lehman Brothers

  • Vice President - Private Investment Management Finance: From July 2004 to September 2008, he managed accounting close processes and participated in profitability reviews.1
  • Assistant Vice President - Legal Entity Control & Balance Sheet Group: From April 2002 to July 2004, he supervised balance sheet analysis and developed automated processes.1

• Price Waterhouse Coopers

  • Senior Associate: From August 1998 to March 2004, he directed financial statement audits and performed substantive testing on financial accounts.1

Education

• Yeshiva University
  • Bachelor of Science in Accounting (1994 - 1998).1