Mike Desi

Mike Desi is a seasoned financial professional with extensive experience in wealth management and credit analysis. Currently, Mike serves as a Registered Investment Associate at Stifel Financial Corp. since 2012. Prior to this role, Mike worked as a Private Client Manager at US Trust, Bank of America from 2004 to 2011, where responsibilities included helping affluent individuals achieve financial goals and planning for tax-efficient wealth transfer. Mike's career also includes a tenure as a Senior Credit Portfolio Manager at Fleet Bank (1992-2004), overseeing credit approval processes, and as a Loan Review Officer and Real Estate and Credit Analyst at citytrust (1985-1992). Mike holds a Bachelor of Arts in Business Administration from Gettysburg College and an MBA in Business Administration with a focus on Finance from the University of New Haven.