Stifel
Perry Fishbein, AIF®, serves as Managing Director and Portfolio Manager of the Solutions Program at Stifel Financial Corp., where employment commenced in July 2007. Fishbein leads the Fishbein Wealth Advisory Group, which specializes in wealth advisory, management, and investment planning. Prior experience includes Senior Portfolio Manager and Senior Vice President at Ryan Beck & Co. and Senior Vice President for Wealth Management at Smith Barney, as well as a tenure at Lehman Brothers. Fishbein's investment career initiated in 1991 as a Financial Consultant with Shearson Lehman Brothers. Academic credentials include a Bachelor of Arts in Psychology from Washington University in St. Louis, earned between 1985 and 1989.
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