Howard Margolis, AIF®, CTFA is a seasoned financial professional currently serving as Senior Vice President/Investments at Stifel Financial Corp. since November 2021, where a strong commitment to enhancing clients' lives is prioritized. Prior experience includes roles as Senior Vice President - Financial Advisor at RBC Wealth Management and Market Leader/Senior Vice President at Clarfeld | Citizens Private Wealth, where leadership was provided to a team focusing on high-net-worth clients. Notable past positions include Managing Director at JPMorgan Private Client Services and Vice President/Regional Trust Specialist at Citigroup Trust, where comprehensive wealth management and fiduciary services were marketed to affluent clients. Throughout a robust career, Howard has consistently focused on building trust and delivering exceptional financial solutions.
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