Kevin W. Byrne
CIMA, CTFA
CIMA, CTFA
Senior Vice President/Investments
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Kevin began his investment industry career in 1999 with Everen Securities and joined Stifel in 2019. With nearly 25 years of experience serving a wide range of families and institutions, he is prepared to help clients navigate ever-changing market conditions.
Kevin understands that wealth is often accumulated through decades of hard work, discipline, and sacrifice. Very few things are more essential to his clients’ and their families’ pursuit of financial security than professional wealth management, planning, and investing. Gaining an in-depth understanding of how clients accumulated wealth, what it means to them, and what they hope to accomplish is essential when crafting a plan and an investment portfolio that aligns with their goals. His investment philosophy is rooted in time-tested portfolio construction principles, specifically having an appreciation for value investing, the power of diversification, and tax efficiency.
With a focus on risk management strategies and a tactical, opportunistic approach to investing, Kevin strives to build customized portfolio strategies that align with each client’s unique goals. Focusing on affluent families and high-net-worth individuals, Kevin is committed to educating clients to help them make more informed investment decisions. He will also pay close attention to mentions of any changes in clients’ lives that may warrant adjustments to their wealth management or investment strategies. Overall, he strives to listen to your needs, provide guidance, and work with you in a professional manner.
Kevin earned a B.S. in Business Administration from the University of Wisconsin at Green Bay and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. He also earned the Certified Investment Management Analyst® and Certified Trust and Fiduciary Advisor designations.
Kevin has been married to his wife, Annie, for more than 25 years. Together, they have five children, Bill, Kaitlin, Claire, Sara, and Grace, and two dogs, Mac and Teddy.
Diversification does not ensure a profit or protect against loss.
Kaitlin Byrne
Registered Client Service Associate
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Kaitlin began her financial services career at Stifel in 2023. She is dedicated to delivering top-tier service to each of their clients and is responsible for administrative tasks, supporting the team’s operations, and answering any client service questions. Kaitlin earned a B.S. in Finance from Illinois State University and holds the Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
