Stifel Financial Snags Former Kentucky Baird FA Team

Stifel Financial has recruited a team of financial advisors from Robert W. Baird & Co. The team, known as Gasper Investment Consulting Group, will join Stifel's broker-dealer subsidiary, Stifel, Nicolaus & Co., in Bowling Green, Kentucky. The group includes advisors Drew Richey, Joshua Marson, and Andrew Boyles, who collectively managed $300 million in assets while at Baird.

Richey and Marson have a history in the financial services industry, having both started at Wells Fargo, with Richey beginning in 2008 and Marson in 2012. They later moved to J.J.B Hilliard, W.L. Lyons in 2013, where Boyles also began his career in 2016. The advisors had been with Baird since 2019 before making the transition to Stifel.

They are accompanied by Client Service Associates Brooke Schakat and Savannah York. This move is a strategic addition for Stifel, bolstering its presence in the Kentucky region. The new team's extensive experience is expected to enhance Stifel's service offerings.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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