STACEY BRAUN ASSOCIATES - Key Persons

Douglas H. Wexler

Job Titles:
  • Member of the Investment Team
  • Executive Vice President, Co - Director of Financial Planning, Member of the Investment Committee and Portfolio Manager
Mr. Wexler graduated from Wheaton College in May 1998 after receiving his B.A. in Economics. He had interned at Stacey Braun for three years prior to joining the firm full time in August of 1998 as an Assistant Portfolio Manager. Shortly thereafter he became a Portfolio Manager and in 2000 developed the Financial Planning Division which he continues to oversee. In addition to those responsibilities he is still a Portfolio Manager on a team whose responsibilities include investing over $4.5 billion that the firm maintains under management.

Gerard Mc Gahran

Job Titles:
  • Member of the Investment Team
  • Co - Director of Financial Planning, Certified Financial Planner™, Member of the Investment Committee and Portfolio Manager

Martin H. Wexler - Founder

Job Titles:
  • Founder
  • Member of the Investment Team

Melbourne Newell

Job Titles:
  • Member of the Investment Team
  • Vice President, Head Trader

Paul Kiley

Job Titles:
  • Member of the Investment Team
  • a Financial Planner
  • Certified Financial Planner™, Assistant Portfolio Manager
  • Member of the Financial Planning Association
Mr. Kiley has worked at Stacey Braun Associates as a Financial Planner since 2004. In this role Mr. Kiley serves as a lead client liaison and account manager. Prior to joining Stacey Braun, he served as a Client Financial Analyst at Citibank, NA. Mr. Kiley earned his Master's Degree in Taxation from Northeastern University. He also obtained his Certificate in Financial Planning (CFP®) from New York University. Mr. Kiley is admitted to practice before the Internal Revenue Service as an IRS Enrolled Agent (EA) and holds the CERTIFIED FINANCIAL PLANNER™ Designation. He is also NYS Life & Health and Series 6 & 63 licensed. Mr. Kiley is a member of The Financial Planning Association, Personal Finance Employee Education Foundation and National Eagle Scout Association-Boy Scouts of America. He resides in Westfield, NJ with his wife and two children.

Paul W. Wexler

Job Titles:
  • Member of the Investment Team
  • Executive Vice President, Head of Equity Research, Member of the Investment Committee and Portfolio Manager

Peter B. Willis

Job Titles:
  • Member of the Investment Team
  • President, Member of the Investment Committee and Portfolio Manager
Peter B. Willis President, member of the Investment Committee and Portfolio Manager pbwillis@staceybraun.com

Rita Weiden - Chief Compliance Officer, COO, VP

Job Titles:
  • Chief Compliance Officer
  • Director of Operations
  • Member of the Investment Team
  • Vice President