About Us

Robert Sperber  Managing Director/Investments  

Robert Sperber
Managing Director/Investments

I began my career as a public accountant in 1987, the same year as the Black Monday stock market crash.  I stayed in that profession for five years before deciding it was not the right path for me.  I wanted to work in a field I felt passionate about and that would allow me to utilize my background in accounting, and wealth management and finance fit that mold.

Realizing my passion of working with clients to address their complex financial needs, I began my career as a financial advisor in 1992.  I joined Stifel in 2015 upon its acquisition of Barclays Wealth and Investment Management, Americas.

 

   

 

James Hafele, CFP® Director/Investments  

James Hafele, CFP®
Director/Investments

I have had an interest in the stock market since childhood.That, coupled with watching my mom care for people as a nurse, I have always felt a strong pull to find a way to give back to people.Since medicine wasn't my passion, I realized that I could help people with their financial well-being.

I began my investment industry career in 2004 and joined Stifel in 2015 upon its acquisition of Barclays Wealth and Investment Management, Americas.

Having earned the Certified Financial Planner™ (CFP®) certification, I take a holistic approach with my clients.  I begin with an in-depth questionnaire designed to generate a thorough understanding of your financial needs and goals, risk tolerance, time horizon, estate planning issues, and insurance needs.  Then, I will develop realistic expectations of what your financial future may look like, based on your savings, spending behavior, and target investment allocation. 

Recognitions

James has been named to Forbes' 2019 Best-in-State Next-Gen Wealth Advisors, which recognized 250 millennial advisors as among the top in America. 

1 Forbes “Best-In-State Wealth Advisors,” February 21, 2019.

Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 30,000 nominations (over 21,000 in 2018).  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.