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Michael J Sullivan joins Stifel’s private client group as MD and Eastern Region director


Michael J Sullivan has joined Stifel as managing director – private client group and Eastern Region director of its broker-dealer subsidiary, Stifel, Nicolaus & Company.

Sullivan will continue to provide wealth management and investment advisory services to his clients. He will also be responsible for developing cross-organisational partnerships to strengthen client relationships and expanding the firm's presence along the East Coast.
"The addition of Michael Sullivan represents another milestone toward our goal of becoming a world-class organisation," says Ron Kruszewski, chairman, president, and CEO of Stifel Financial Corp. "Our philosophy is that our clients will ultimately determine the firm's success, and we are constantly looking for ways in which we can serve them better. Michael will help us do just that by leveraging the powerful combination of individuals that encompass our brand. He's an outstanding fit for our culture."
Sullivan joins Stifel from Merrill Lynch, where he began his career in 1984 as a financial advisor. At Merrill Lynch, he was instrumental in establishing the firm's high net worth private client segment and served as co-founder and head of private executive services, a private banking and investment group providing customised wealth management services to a select group of clients. In 2007, Sullivan was named managing director and head of the firm's cross-organisational client coverage group/global client coverage. In this capacity, he was responsible for developing strategies and partnerships to deepen client relationships across the firm and deliver the entire breadth of the firm's products to clients across various business segments and regions.
"My approach has always been to put myself in the client's shoes, and it's clear to me that across the organisation, Stifel shares this same approach," says Sullivan. "It's a firm that has never lost sight of the value of people, from clients to associates. Stifel offers the platform of a full-service broker-dealer with the accessibility for clients and advisors of a boutique firm, making it truly unique in the industry. I'm excited about the opportunity to help the firm and our advisors continue to deliver outstanding client service."
Sullivan will be based in the firm's private client group office in Garden City, New York, and will also maintain an office in Midtown Manhattan.

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