Jason T. Pepe

Jason T. Pepe, AIF®, is a seasoned finance professional currently serving as Managing Director of Investments at Stifel Financial Corp. since April 2023. Prior to this role, Jason held the position of Senior Managing Director and Financial Advisor at Truist Investment Services, Inc. from October 2021 to April 2023. Jason's extensive experience also includes serving as Senior Vice President and Portfolio Manager at Sterling Advisors from March 2016 to October 2021, and as VP and Portfolio Manager at Valley Forge Asset Management from May 2004 to March 2016. Additionally, Jason worked as an Investment Advisor at Waddell & Reed from June 2002 to May 2004. Jason holds an MBA in Finance from Villanova University, earned between 2005 and 2008.