OUR TEAM
James F. Collini, AIF® |
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. |
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Carl Manna |
I began my investment industry career in 1987 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.A. in Finance from Pace University in New York City and began my career as a financial advisor that very same year. |
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Andrew Manna, CFP® |
I began my investment industry career in 2021 and joined Stifel in 2024. Prior to joining Stifel, I worked at a registered investment adviser firm in San Diego in their centralized planning area, taking clients through a comprehensive financial planning process. When working along-side my clients, I want to fully understand their goals and aspirations so I can help them build a wealth management strategy tailored uniquely to them. Prior to investing, I believe it is important to set investment objectives and guidelines in order for my clients to pursue their short- and long-term goals.I earned a B.S. in Business Administration from San Diego State University and hold Series 7 and 63 securities licenses. When away from the office, I enjoy cooking, golfing, spending time with family and friends, and watching the New York Mets. |
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Christy Perimon |
Christy began her financial services career in 1996 and has had experience in a variety of roles throughout the years. She began working with the team in 2000 and has played an integral role in building client relationships and serving clients’ account-related needs. |
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Denise Taylor |
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. |
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