Stephen Kally

Stephen Kally, CRPS®, currently serves as Senior Vice President of Investments at Stifel Financial Corp., a position held since September 2012, focusing on investment guidance that encompasses areas beyond traditional stocks and bonds, including life insurance, long-term care, options, and retirement planning. Prior to Stifel, Stephen was First Vice President of Investments at Morgan Stanley from June 2009 to September 2012 and held a similar role at Citigroup Global Markets from July 1993 to June 2009, following a brief tenure as Vice President Investments at Lehman Brothers. Stephen's career in finance began at Dean Witter, where an Associate Vice President role was held from February 1983 to September 1992. Stephen holds a Master of Arts in Economics and a Bachelor's degree in Business Economics, both from the University of California, Santa Barbara.