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Industry Spotlight > Broker Dealers

$500M Merrill Team Moves to Stifel

By Janet Levaux

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Stifel Financial has recruited a team from Merrill Lynch that has managed about $500 million in client assets. 

The Metcalf, Cole & Masopust Group is based in Southbury, Connecticut, and includes advisors Chris Metcalf; Jeff Cole, CFP; and Alison Masopust. The team includes client associates Joan Buonocore and Sabrina Gross.

“Stifel CEO Ron Kruszewski has built a firm that continues to appeal to large teams that are increasingly given directives by bank-owned entities while maintaining a culture that is solely focused on the financial advisor and their clients,” said John Pierce, head of recruitment, in a statement.

Metcalf spent the past 10 years at Merrill Lynch, as did Cole and Masopust. Earlier, Metcalf was with UBS for 19 years; Cole spent eight years at UBS, while Masopust worked there for two. 

“We’re excited about adding Chris, Jeff, and Alison to the Stifel team,” said Allen Brautigam, director of branch offices, in a statement. “Opening a new office … with Chris and his team is another example of our successful expansion into new markets.” 

Last week, Stifel Financial said two advisors joined it from Merrill Lynch in Rochester: Gregory Schaller and John Zicari, who’ve worked with $210 million and $40 million in client assets, respectively. 

Two weeks ago, Stifel announced that two Merrill advisors moved to its new office near Dallas: Robert Winter and Philip Meyer, who work with $245 million and $96 million in client assets, respectively.

— Check out 12 Top US Wealth Management Firms on ThinkAdvisor.

Janet Levaux

@Think_JanetL

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