About Me
Alfred began his investment industry career in 1993 and joined Stifel in 2026. He previously worked at several regional investment firms, including RBC Capital Markets, JHS Capital Advisors, and Ameriprise Financial Services, serving in various supervisory roles from 1999 to 2026. Given his extensive career, he has come to believe that long-term, well-diversified portfolios have the strongest potential to help clients pursue their goals and retire on their own terms. He also focuses on working closely with small business owners in creating customized retirement plans that align with their company’s culture.
Alfred earned a bachelor’s degree in business management from Keene State College, which is part of the University System of New Hampshire. In addition, he holds Series 7, 9 & 10, 63, and 65 securities licenses as well as the Chartered Retirement Planning CounselorTM designation.
Outside of work, Alfred volunteers at Cape Abilities Farm, a Dennis-based nonprofit that provides meaningful employment opportunities for people of all abilities while serving the local community. He has also previously served on the board of directors for the West Barnstable Meetinghouse Foundation. He is also a supporter of both Barnstable Land Trust, a community-supported nonprofit whose mission is to preserve the natural resources and special places in the town of Barnstable, Massachusetts, as well as the Cotuit Ketteleers, a collegiate summer baseball team based in the village of Cotuit, Massachusetts.
Diversification does not ensure a profit or protect against loss.
About Me
Stephanie is a proven strategic operations and client service leader who is dedicated to supporting financial advisors through streamlined processes, thoughtful workflow design, and an elevated service model. Her responsibilities involve ensuring clients’ day-to-day administrative and operational needs are handled accurately and quickly, including opening new accounts, updating account information, implementing account transfers, answering questions regarding statements, and scheduling appointments.
Raised and living on Cape Cod, Stephanie embraces coastal living and an active lifestyle. She enjoys health and fitness, cherishes time with friends and family, and is always open to new adventures.