Stifel Financial Management

Management criteria checks 4/4

Stifel Financial's CEO is Ron Kruszewski, appointed in Sep 1997, has a tenure of 27.25 years. total yearly compensation is $13.28M, comprised of 1.5% salary and 98.5% bonuses, including company stock and options. directly owns 1.16% of the company’s shares, worth $127.09M. The average tenure of the management team and the board of directors is 10.5 years and 8.5 years respectively.

Key information

Ron Kruszewski

Chief executive officer

US$13.3m

Total compensation

CEO salary percentage	1.5%
CEO tenure	27.3yrs
CEO ownership	1.2%
Management average tenure	10.5yrs
Board average tenure	8.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Ron Kruszewski's remuneration changed compared to Stifel Financial's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$613m
Jun 30 2024	n/a	n/a	US$522m
Mar 31 2024	n/a	n/a	US$491m
Dec 31 2023	US$13m	US$200k	US$485m
Sep 30 2023	n/a	n/a	US$499m
Jun 30 2023	n/a	n/a	US$582m
Mar 31 2023	n/a	n/a	US$609m
Dec 31 2022	US$13m	US$200k	US$625m
Sep 30 2022	n/a	n/a	US$710m
Jun 30 2022	n/a	n/a	US$750m
Mar 31 2022	n/a	n/a	US$789m
Dec 31 2021	US$14m	US$200k	US$789m
Sep 30 2021	n/a	n/a	US$718m
Jun 30 2021	n/a	n/a	US$646m
Mar 31 2021	n/a	n/a	US$559m
Dec 31 2020	US$11m	US$200k	US$476m
Sep 30 2020	n/a	n/a	US$421m
Jun 30 2020	n/a	n/a	US$415m
Mar 31 2020	n/a	n/a	US$416m
Dec 31 2019	US$8m	US$200k	US$431m
Sep 30 2019	n/a	n/a	US$417m
Jun 30 2019	n/a	n/a	US$414m
Mar 31 2019	n/a	n/a	US$395m
Dec 31 2018	US$5m	US$200k	US$385m
Sep 30 2018	n/a	n/a	US$269m
Jun 30 2018	n/a	n/a	US$231m
Mar 31 2018	n/a	n/a	US$197m
Dec 31 2017	US$13m	US$200k	US$173m

Compensation vs Market: Ron's total compensation ($USD13.28M) is about average for companies of similar size in the US market ($USD12.73M).

Compensation vs Earnings: Ron's compensation has been consistent with company performance over the past year.

CEO

Ron Kruszewski (65 yo)

27.3yrs

Tenure

US$13,282,055

Compensation

Mr. Ronald James Kruszewski, also known as Ron, is Chairman of the Board and Chief Executive Officer of Stifel Financial Corp. and its principal subsidiary, Stifel, Nicolaus & Company, Incorporated. He joi...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Ronald Kruszewski	Chairman & CEO	27.3yrs	US$13.28m	1.16% $ 127.1m
James Zemlyak	Co-President & Head of Global Wealth Management	10.5yrs	US$8.49m	1.11% $ 121.5m
Victor Nesi	Co-President & Head of Institutional Group	10.5yrs	US$7.38m	0.25% $ 26.8m
James Marischen	Senior VP & CFO	6.3yrs	US$3.05m	0.055% $ 6.0m
Thomas Weisel	Senior MD & Director	14.3yrs	no data	0.013% $ 1.4m
Thomas Michaud	Senior VP	18.9yrs	US$4.06m	0.073% $ 8.0m
David Sliney	Senior VP & COO	6.3yrs	US$802.72k	0.15% $ 16.8m
Michael O'Keeffe	Chief Investment Officer	6.5yrs	no data	no data
Bradford Raymond	Global Head of Investment Banking	no data	no data	no data
Rajive Kumar	Vice President	no data	no data	no data
Harvinder Minhas	Vice President	no data	no data	no data
Todd Feldman	Managing Director	5.9yrs	no data	no data

10.5yrs

Average Tenure

60yo

Average Age

Experienced Management: SF.PRC's management team is seasoned and experienced (10.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Ronald Kruszewski	Chairman & CEO	27.3yrs	US$13.28m	1.16% $ 127.1m
Thomas Weisel	Senior MD & Director	14.3yrs	no data	0.013% $ 1.4m
Egizio Bianchini	Vice Chairman	3.9yrs	no data	no data
Christopher Reichert	Chairman & CEO of Stifel Bank & Trust	no data	no data	0.040% $ 4.3m
Robert Grady	Independent Director	14.3yrs	no data	0.015% $ 1.6m
James Kavanaugh	Independent Director	2.3yrs	US$250.00k	0.0050% $ 543.7k
Michael Zimmerman	Independent Deputy Chairman	11.8yrs	US$250.00k	0.053% $ 5.8m
Michael Brown	Independent Director	14.3yrs	US$280.00k	0.064% $ 6.9m
Daniel Ludeman	Independent Director	5.3yrs	US$250.00k	0.012% $ 1.3m
David Peacock	Independent Director	7.5yrs	US$310.00k	0.021% $ 2.3m
Adam Berlew	Independent Director	5.3yrs	US$250.00k	0.012% $ 1.3m
Maura Markus	Independent Director	8.5yrs	US$280.00k	0.025% $ 2.7m

8.5yrs

Average Tenure

65.5yo

Average Age

Experienced Board: SF.PRC's board of directors are considered experienced (8.5 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/28 01:31
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Stifel Financial Corp. is covered by 20 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Davitt	BofA Global Research
Caydee Blankenship	CFRA Equity Research
Christopher Allen	Citigroup Inc

Stifel Financial Management

Management criteria checks 4/4

Key information

Recent management updates

Stifel Financial Corp. Appoints Brad Edgar as Managing Director

Stifel Financial Corp., Annual General Meeting, Jun 05, 2024

Stifel Financial Corp. Announces Executive Changes

Stifel Financial Corp. Appoints Karen Cady and Russell McKay as Co-Heads of the Agency Structured Products Group

Richard "Dick" Ferguson to Join Stifel Private Client Group Executive Team

Stifel Financial Corp. Appoints Jonathan Knepper and Edward Osswalt as Managing Directors in Fixed Income Capital Markets Group

Recent updates

Stifel Financial Corp. Appoints Brad Edgar as Managing Director

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on December 16, 2024

Stifel Financial Corp. to Report Q3, 2024 Results on Oct 23, 2024

Stifel Financial Corp. Declares Cash Dividend on Common Stock, Payable on September 17, 2024

Stifel Financial Corp. Reaffirms Earnings Guidance for 2024

Stifel Financial Corp. to Report Q2, 2024 Results on Jul 24, 2024

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable June 17, 2024

Stifel Financial Corp., Annual General Meeting, Jun 05, 2024

Stifel Financial Corp. to Report Q1, 2024 Results on Apr 24, 2024

Stifel Financial Corp. Raises Quarterly Common Stock Cash Dividend, Payable on March 15, 2024

Stifel Financial Corp. to Report Q4, 2023 Results on Jan 24, 2024

Stifel Financial Corp. Declares Cash Dividend, Payable on December 15, 2023

Stifel Financial Corp. to Report Q3, 2023 Results on Oct 25, 2023

Stifel Financial Corp. Announces Executive Changes

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on September 15, 2023

Stifel Financial Corp. to Report Q2, 2023 Results on Jul 26, 2023

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on June 15, 2023

Stifel Financial Corp. Appoints Karen Cady and Russell McKay as Co-Heads of the Agency Structured Products Group

Stifel Financial Corp. Provides Earnings Guidance for the Year 2023

Stifel Financial Corp. Raises Quarterly Common Stock Cash Dividend, Payable on March 15, 2023

Stifel Financial Corp. to Report Q4, 2022 Results on Jan 25, 2023

Stifel Financial Corp. (NYSE:SF) entered into a definitive agreement to acquire Torreya Capital, LLC.

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on December 15, 2022

Stifel Financial Corp. to Report Q3, 2022 Results on Oct 26, 2022

Richard "Dick" Ferguson to Join Stifel Private Client Group Executive Team

Stifel Financial Corp. Appoints Jonathan Knepper and Edward Osswalt as Managing Directors in Fixed Income Capital Markets Group

Stifel Financial Corp. Appoints Jim Kavanaugh to Board of Directors

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on September 15, 2022

Stifel Financial Corp. to Report Q2, 2022 Results on Jul 27, 2022

Ruben Roy Joins Stifel Financial Corp. as Managing Director and Equity Research Analyst Covering Applied Technology Sector

Stifel Financial Corp. (NYSE:SF) completed the acquisition of ACXIT Capital Partners.

Stifel Financial Corp. Appoints Michael Gonzales as Managing Director in its Fixed Income Capital Markets Group

Stifel Financial Corp. (NYSE:SF) signed a definitive agreement to acquire ACXIT Capital Partners.

Stifel Financial Corp. (NYSE:SF) signed a definitive agreement to acquire ACXIT Capital Partners.

Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on June 15, 2022

Stifel Financial Corp., Annual General Meeting, Jun 13, 2022

Stifel Financial Corp. to Report Q1, 2022 Results on Apr 27, 2022

Stifel Financial Corp.(NYSE:SF) dropped from Russell 2000 Value-Defensive Index

Stifel Financial Corp. Declares Cash Dividend on Shares of Its Common Stock, Payable June 15, 2021

Stifel Financial Corp. Declares Quarterly Dividend

Stifel Financial Corp. (NYSE:SF) entered in an agreement to acquire Future Venture Investment Business of North Atlantic Capital.

Stifel Promotes Brian Donlin and Tom Roderick to Co-Directors of U.S. Equity Research

Stifel GMP Names Egizio Bianchini as Head of Mining Investment Banking for Stifel Canada

Stifel Financial Corp. to Report Q4, 2020 Results on Jan 29, 2021

Stifel Financial Corp. Hires Dae Gon Ha as Director Covering Biotech Sector

Stifel Financial Corp. Names Mathieu L'allier as Head of Investment Banking for Eastern Canada

Stifel Financial Corp. Names Veteran Fire & Security Industry Executive Dean Seavers as Senior Advisor

Stifel Financial Corp. Announces Executive Appointments to its Capital Solutions Group in Europe

Stifel Financial Corp. Hires Ben Tompkins as Managing Director in Its Global Technology Group

Stifel Financial Corp. to Report Q2, 2020 Results on Jul 29, 2020

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age

Company Analysis and Financial Data Status

Data Sources

Analysis Model and Snowflake

Industry and Sector Metrics

Analyst Sources