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 Advisors list in 2021 and 2022¹ and Barron’s Top 1,200 Financial Advisors list in 2019, 2020, 2021, and 2022.²

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.

¹ Forbes’ Best-In-State Wealth Advisors, April 7, 2022 and February 11, 2021, 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.  Neither SHOOK Research nor Forbes 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.  For more information on the selection methodology, see www.stifel.info/award-disclosures.

² Barron’s Top 1,200 Advisors, March 11, 2022, March 12, 2021, March 13, 2020, and March 8, 2019, 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.  Barron’s does 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.  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.

Elijah Conte | Financial Advisor Associate

Elijah joined Stifel in 2016.  In his role as a Financial Advisor Associate, he is passionate about working in a collaborative team structure with Financial Advisors to guide clients through all phases of their life through a strategy-driven wealth management plan.  He works closely with various clients, including, but not limited to, entrepreneurs, high-net-worth-individuals, family offices, institutions, and endowments.  He has particular experience working with high-net-worth and institutional clients interested in alternative investments.  He prides himself on building long-term relationships with clients and helping them pursue strategies for their financial needs.

Elijah earned a B.A. in History from the University of Delaware, where he was captain of the school’s Division I Men’s Lacrosse team and remains active in its alumni network.  The recipient of numerous charitable activity awards, he works with pediatric cancer patients and is a cancer survivor, himself.  Elijah is a Glen Ridge, New Jersey native.  He is married, an avid golfer and skier, and loves hiking with their Labrador Retriever, Piper.

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 outreach and communications committee of the school’s 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 | 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.

Vanessa Sacks | Registered Client Service Associate

Vanessa joined The DelMonte Group in 2022.  Prior to joining Stifel, Vanessa was a Financial Advisor at the Wealth Advice Center of UBS Financial Services.  In this role, she developed a keen interest in the operational processes of the financial services industry and a strong desire to provide outstanding service to clients.  Vanessa graduated from the University of Miami, where she earned her B.B.A. in Finance and spent a semester studying at the American University of Rome.  She is a Tewksbury, New Jersey, native and enjoys traveling, reading, and spending time with her family and friends.

Evan Gavalakis | Client Service Associate

Evan joined The DelMonte Group in 2022 after earning a Master in Finance from the University of Delaware.  While at college, he was a member of the Division I Men’s Lacrosse team, served as the team representative for the Student Athletic Advisory Committee (SAAC), and was the B+ ambassador for the school’s largest fundraising campaign, “UDANCE.”  It was through his coursework that he discovered his passion for finance and technology.

Evan grew up in Chatham, New Jersey.  Outside the office, he enjoys hiking, playing sports, going to the beach, and spending time with his family and his dog, Holly.