Jonathan Peris is a financial advisor and Director of Investments at Stifel Financial Corp. since March 2019, bringing over 30 years of experience in capital markets and wealth management. Jonathan has a diverse client base that includes executives from real estate, finance, media, technology, hedge funds, private equity, as well as professional women, divorcees, business owners, entrepreneurs, doctors, lawyers, and family-focused offices. Key skills include business development, relationship management, asset allocation, portfolio construction, trading and risk management, manager selection, due diligence, and values-based investing. Prior roles include Senior Financial Advisor at Merrill Lynch Wealth Management, Trader at Skyline Investments, and positions at First New York Securities, Knight Securities, and Smith Barney. Jonathan holds a BA in Economics from Cornell University.
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