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 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 portfolios with his clients' best interests at heart. 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 as one of Barron's Top Financial Advisors for 2019 for the State of New York.1 He is also a member of the NFLPA's Registered Player Financial Advisor Program.

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 married with three children and is an avid golfer and boater.


Sabrina Carrelli | Vice President/Client Service
 

Sabrina Carrelli joined Stifel in 2015 when it acquired Barclays Wealth and Investment Management, Americas.  She oversees the business aspects of the team's operations and serves as the key point of contact for its clients.  Sabrina has extensive experience working with high net worth private clients and middle-market institutions, consistently striving to deliver high-quality execution and service.  She assists with implementing customized asset allocation strategies, while coordinating the information needed to analyze and evaluate client needs. 

Sabrina joined Barclays in 2008, when it acquired the Lehman Brothers Private Investment Management (PIM) business in the Americas.  She holds a B.S. in Financial Economics from Binghamton University, with a concentration in Financial Markets.  Sabrina is an avid runner and currently training for the TCS New York City Marathon.  Sabrina was raised in Brooklyn and lives in New York City.


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 Barron's“ Top 1,000 Advisors,” March 9. 2019, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000    nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, 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 Stifel 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.