Meet our team

Gregory DelMonte | Managing Director/InvestmentsGreg DelMonte_delmonte group_stifel_wealth management_wealth planning_financial planning_financial advisor_new york_stifel

 

With nearly 30 years of experience in portfolio construction and asset allocation, Greg has a deep understanding of client needs, working closely with a broad array of high-net-worth and institutional investors, including athletes, entertainers, family-focused offices, and middle-market institutions.

Leveraging Stifel’s extensive resources, including the strong relationships he’s forged with experienced research analysts and traders, Greg develops customized investment plans with his clients’ goals at the very center. This approach has enabled him to build deep, long-standing relationships, many of which date back to the beginning of his career.

Greg began his investment career with Smith Barney in 1990 and joined Stifel in 2015 upon the firm’s acquisition of Barclays Wealth and Investment Management, Americas. He joined Barclays as a Managing Director in 2008 when the firm acquired the Lehman Brothers Private Investment Management (PIM) business in the Americas. He worked for Lehman Brothers from 2000 to 2008 after serving as a Director in the Private Client Division of SG Cowen from 1995 to 2000.

Greg was named to Forbes’ 2021 Best-In-State Advisors list1 and Barron’s Top 1200 Financial Advisors lists for 2019 and 20202.

A native of Rochester, New York, Greg earned a B.S. in Finance from Syracuse University and is actively involved within its alumni network. He is also a member of the NFLPA’s Registered Player Financial Advisor Program. He is married with three children and is an avid golfer and boater.


Erik Vilato_delmonte group_stifel_wealth management_wealth planning_financial planning_financial advisor_new york_stifelErik Vilato, CFA | Vice President/Client Service

 

Erik Vilato joined Stifel in 2015 when it acquired Barclays Wealth and Investment Management, Americas.  His responsibilities include providing in-depth financial analysis for the team, facilitating access to research and trading for institutional clients, and assisting with the team's tactical and strategic investments.

Erik joined Barclays from Whippoorwill Associates, Inc., a distressed investment hedge fund in White Plains, New York, where he spent eight years in various roles.  Prior to that, he was an Associate at Amaranth Advisors LLC, in Greenwich, Connecticut. 

Erik holds a B.S. in Finance from Fordham University, with a concentration in International Business.   He also has attained the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts.  Erik was raised in Westchester, New York, and currently lives in New York City.


carolyn murillo_delmonte group_stifel_wealth management_wealth planning_financial planning_financial advisor_new york_stifelCarolyn Murillo | Client Service Associate

 

Carolyn Murillo joined Stifel in 2016 as a Client Service Associate and is responsible for the daily administrative work on new and existing client accounts.  She serves as a dedicated point of contact for service issues and keeps clients informed about their account transactions and status.

Carolyn joined Barclays in 2008, when it acquired the Lehman Brothers Private Investment Management (PIM) business in the Americas.  Bringing more than 24 years of experience, Carolyn began her career in financial services at Quick and Reilly Group Inc. while attending college and raising her son.  She is a native New Yorker and currently lives in Brooklyn.

 

 

 

 

1  Forbes’ Best-In-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations. Advisors in the Best-In-State Wealth Advisors list were 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.

 

2  Barron’s “Top 100 Financial Advisors,” April 20, 2019 and 2020, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 400 qualified nominees. Advisors in the Top 100 Financial Advisors, Top 1,000 Financial Advisors, and Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither the broker-dealer nor its financial advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.