Meet our team

 

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

With 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' Best-In-State Wealth Advisors list in 2021, 2022, and 2023; Barron's Top 1,200 Financial Advisors list in 2019, 2020, 2021, 2022, and 2023; and AdvisorHub's Advisors to Watch list in 2022 and 2023.1

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 has three children and is an avid golfer and boater.

1 Forbes' Best-in-State Wealth Advisors, February 11, 2021, April 7, 2022, and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Barron's Top 1,200 Advisors, March 8, 2019, March 13, 2020, March 12, 2021, March 11, 2022, and March 10, 2023, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology.  AdvisorHub's Advisors to Watch, September 19, 2022 and June 20, 2023, each based on the 12-month period ending December 31 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology.  SHOOK Research, Forbes, Barron's, and AdvisorHub do not receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  Barron's is a registered trademark of Dow Jones & Company, L.P.  All rights reserved.  For more information on the selection methodology, see www.stifel.info/award-disclosures.

 
 

brittne_rivera_delmonte group_stifel_wealth management_wealth planning_financial planning_financial advisor_new york_stifel

Brittne Rivera | Assistant Vice President/Client Service, Client Relationship Manager

 

Brittne joined Stifel in 2020 and brings nearly 15 years of financial services experience serving high-net-worth investors and institutional clients.  Focused on operational efficiency and providing white-glove service, she oversees all team projects and operations while serving as key point of contact for clients.  An integral part of the team, she works closely with team members and clients to coordinate the information needed to evaluate and implement their investment strategies.

Prior to Stifel, Brittne managed relationships with middle-market financial institutions at BNY Mellon.  She also held Investment Associate positions at Merrill Lynch and JP Morgan.

Brittne earned a B.A. in Art History and Archeology from Columbia University.  She remains an active alumna, currently serving as both an executive board member and co-chair of the Columbia University School of General Studies Alumni Association (GSAA). 

Originally from Arizona, Brittne resides in New Jersey with her husband and two children.  She is an avid photographer and enjoys traveling in her free time.

 

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.