Avi Stein

CFO Global Wealth Management at Stifel Financial Corp.

Avi Stein is a wealth management executive with a strong background in accounting, finance, and business management.

He holds a Bachelor of Science degree in Accounting from Yeshiva University.

Avi has held key positions in various prestigious organizations, including CFO Global Wealth Management at Stifel Financial Corp, Chief Financial Officer - Americas at Barclays Wealth and Investment Management, and Head of Business Management - Americas at Wealth and Investment Management at Barclays.

His experience also includes roles such as Director of Performance and Planning, Vice President in Private Investment Management Finance at Lehman Brothers, Assistant Vice President in Legal Entity Control & Balance Sheet Group at Lehman Brothers, and Senior Associate at Price Waterhouse Coopers.

Avi is known for his innovative leadership, strategic planning, business continuity management, and real estate planning skills. He is a result-oriented professional with excellent communication and tactical execution abilities.