BERG DI MASSA - Key Persons
Job Titles:
- Vice President / Investments
Brad began his investment industry career in 1988 and joined Stifel in 2016. He is a portfolio manager in the Stifel Solutions Program, offering discretionary advisory services strategies with equity growth and equity income objectives. Brad concentrates on investment selection, equity research, fixed income, and hedging strategies. Additionally, Brad is adept in developing wealth transfer, retirement planning, and long-term investment strategies.
Nicole began her investment industry career in 2015 and joined Stifel in 2023. Prior to joining Stifel, Nicole spent time working at Cohen & Steers Capital Management Inc. and Lord, Abbett & Co, LLC, building various institutional and wealth client relationships. Throughout her career, she gained considerable experience in analyzing and communicating a deep understanding of industry trends, mutual funds, separately managed accounts, fixed income, and alternative investments.