Steven Alper

Steven Alper, CIMA® is a Managing Director/Investments at Stifel Financial Corp., working in the New York PCG (Private Client Group) branch.13 He is a financial advisor who believes in conducting business face-to-face to understand clients' unique financial objectives and develop tailored strategies.3 Alper specializes in wealth management and investment services, helping individuals, families, and organizations pursue their financial goals.1

As part of his role at Stifel, Alper likely:

• Provides personalized financial advice and investment strategies
• Assists clients with retirement planning, college savings, and tax reduction
• Helps clients choose investments aligned with their objectives and risk tolerance
• Contributes to Stifel's wealth management and investment banking services

Alper has been recognized in the industry, as evidenced by his inclusion in a list with his Stifel and industry colleagues in February 2021.2 His expertise as a Certified Investment Management Analyst (CIMA®) further demonstrates his professional qualifications in investment management consulting.3