CR Wealth Management Group, Financial Advisors, New York, New York, Toby Mitchell, Dave Stone, Chuck Roberts, Chuck Roberts Stifel, Chuck Roberts New York, Wealth Planning, Wealth Management

Stifel research focuses on all market caps, but is a leader in small- and mid-cap research. The department is staffed predominantly with industry professionals from outside Wall Street. In fact, many of its analysts have hands-on work experience in the industry that they research.  Stifel believes industry experience, its opportunistic approach, and broad market cap coverage drive excess returns and its award-winning franchise.

Stifel's Equity Research has ranked in the top of of the Refinitiv StarMine Analyst Awards for 14 consecutive years (includes affiliate Keefe, Bruyette & Woods (KBW) and other firms acquired by Stifel Financial Corp.)  For more information on the Refinitiv StarMine Analyst Awards, see www.stifel.com/research.

Stifel focuses on 13 sectors, covering more than 2,000 global stocks, and has one of the nation's largest U.S. equity research platforms.

 

Equity Research Analysts

 

Equity Research Analysts

 

Market Cap Distribution

Pie chart showing Market Cap Distribution: Large Cap-41%, Mid Cap-32%,  Small Cap-27%

Source:  Company data as of December 31, 2021, including affiliate Keefe, Bruyette & Woods (KBW)