Steven Schwary

Steven Schwary is a seasoned financial professional with extensive experience in investment management. Currently serving as First Vice President of Investments at Stifel Financial Corp. since August 2019, Steven has previously held the position of First Vice President - Investments and Senior PIM Portfolio Manager at Wells Fargo Advisors from July 2006 to October 2021. Prior to that, various roles were undertaken at Smith Barney, leading to the role of First Vice President - Senior Portfolio Manager, where tenure stretched from November 1992 to July 2006. Steven holds a Bachelor of Science in Business Administration from USC Marshall School of Business and has secured FINRA Series 7, 63, and 65 registrations.