Shane Stein is a seasoned finance professional with extensive experience in wealth management and investment advisory roles. Currently serving as Managing Director of Investments at Stifel Financial Corp. since August 2020, Shane previously held the position of Managing Director and Wealth Management Advisor at Bank of America Merrill Lynch from October 2008 to August 2020. Earlier career highlights include roles as Analyst and Business Development professional at Rich Capital, LLC, and Senior Analyst at TPMC Realty, where financial analysis and investment strategies were key focuses. Additionally, Shane worked as an Associate at Regal Aviation, contributing to sales and marketing, and co-founded WIP Studios, a film and video production company. Shane holds a Bachelor of Arts degree in History from the University of Pennsylvania, obtained in 2000.
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