Headshot of Jim Collini, Senior Vice President/Investments at Stifel

James F. Collini, AIF®
Senior Vice President/Investments  




I began my investment industry career in 1992 and joined Stifel in 2008. Prior to Stifel, I served in various management roles at several S&P 500 corporations, primarily focusing on retirement planning.  I work closely with wealthy individuals and their families and help employers develop retirement planning strategies for their employees.  I earned a B.S. and B.B.A. from Western Michigan University in 1978.

Passionate about my community, I have volunteered with several charitable organizations spanning many years.  I serve as a board member with Friends of Camp Concord and as Vice President of the Charles Reid Foundation.  I also support CASA of Contra Costa County and Rock the CASA Foundation. 

I have been married to my wife, Karilyn, since 1991.  We have two children, Andre and Olivia.  I enjoy swimming, golfing, listening to music, and spending time with my family.


Carl Manna

Carl Manna
Senior Vice President/Investments  



I began my investment industry career in 1985 and joined Stifel in 2008.  I serve high-net-worth individuals and their families by developing and implementing wealth management plans designed to help accumulate, mitigate risk to, and transfer my clients' wealth.  My commitment is to provide trusted guidance and outstanding service to all of my clients and their families.  I earned a B.B.A. in Finance from Pace University in New York City and began my career as a financial advisor that very same year. 

I have been a member of the Rotary Club of Walnut Creek since 1999, serving the club in various roles and earning multiple Paul Harris Fellows recognitions. Now that I am a full-time resident of Scottsdale, Arizona, I respectfully resigned my membership in Walnut Creek, and joined the North Scottsdale Rotary Club. I am also an avid supporter of Friends of Camp Concord, CASA of Contra Costa County, and the Charles Reid Foundation.

I have been married to my wife, Stephanie, since 1994 and have two sons, Matthew and Andrew. When not in the office, I enjoy playing golf and bocce ball or simply kicking back to watch my beloved New York Mets.


Headshot of Christy Perimon,

Christy Perimon
Client Service Associate



Christy began her financial services career in 1996 and has had experience in a variety of roles throughout the years.  She joined the Collini-Manna Wealth Advisory Group in 2000 and has played an integral role in building client relationships and serving clients' account-related needs.

Outside the office, Christy loves to cook and spend time outdoors.  She keeps herself busy camping, fishing, and riding four wheelers with her husband, Josh, and their three sons, Tristen, Trent, and Trace.

Denise Taylor, Registered Client Associate

Denise Taylor
Registered Client Service Associate



Denise has over 30 years of experience in banking and back office life insurance and annuity operations.  Joining Stifel in 2018, she assists the team in building client relationships, serving client accounts, and working on special projects.  She also holds Series 7 and 63 securities licenses.

Denise and her husband, John, have four children, and four grandchildren. In her spare time, she enjoys hockey, reading, and spending time with her family.