Anthony Ruscigno, JD, LLM
Senior Wealth Strategist
Wealth Planning
Anthony Ruscigno is a Senior Wealth Strategist at Stifel. He educates high-net-worth clients on wealth preservation and wealth transfer planning matters, including the integration of personal planning with appropriate investment strategies. Mr. Ruscigno joined Stifel in 2015 as part of its
acquisition of Barclays Wealth and Investment Management, Americas.
Prior to joining Barclays in May 2011 as a Wealth Advisor, Mr. Ruscigno practiced law as a Tax, Trust, and Estates Attorney at Porzio Bromberg & Newman P.C., focusing on tax and estate planning for high-net-worth individuals. Mr. Ruscigno formerly practiced at the Law Office of Richard E. Ingram, Esq. and at Mantell & Prince, P.C., where he advised on tax planning for individuals and entities. Prior to that, Mr. Ruscigno was a Tax Manager in the Structured Finance Group at KPMG LLP.
Mr. Ruscigno earned a B.B.A. in Finance from Pace University, a Juris Doctor from New York Law School, and a Master of Laws (LLM) in Taxation from New York University School of Law. He also holds Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) securities registrations.
Barry Bannister, CFA
Managing Director, Chief Equity Strategist
Institutional Research
Barry Bannister, CFA, has been Chief Equity Strategist for Stifel in the Research Division since 2011. Prior to serving as Chief Equity Strategist, he was an Equity Analyst covering the machinery and engineering and construction industries. He joined Stifel in 2005 with the acquisition of the Legg Mason Capital Markets business, where he had been an equity research analyst since 1998.
From 1992 to 1998, Barry served as a U.S. Capital Goods Analyst and the Co-Head of U.S. Equity Research at Swiss Bank Corporation/SG Warburg & Co. From 1987 to 1992, he was also a Senior Analyst covering various consumer, financial, and industrial sectors for investment management firms. He has maintained the Chartered Financial Analyst designation since 1991.
Barry earned a Master of Business Administration from Emory University’s Goizueta Business School in 1987 and a Bachelor of Business Administration from Emory University in 1984.
Joe Rathert, JD
Vice President, Senior Wealth Strategist
Estate & Tax Planning | Wealth Planning
Joe joined Stifel’s Wealth Planning Department in 2018 and is currently a Senior Wealth Strategist. Joe provides tax planning support to financial advisors and their clients by reviewing and analyzing current tax situations and presenting tax planning concepts to help them make informed investing decisions.
Prior to joining Stifel, Joe worked in a private law practice in Illinois, where he assisted clients with estate planning needs as well as the administration of trusts and estates. Additionally, Joe prepared personal, fiduciary, partnership, and estate tax returns, and represented clients before the IRS.
Joe graduated from the University of Illinois with a bachelor’s degree in Management – Entrepreneurship and received his law degree from Southern Illinois University in Carbondale. Joe holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance licenses.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Steven Boff, CFA
Senior Managing Director
Retail Taxable Fixed Income Trading
Steve manages a 22-person team that handles investment-grade corporate bonds, mortgage-backed securities, certificates of deposit (CDs), government and agency securities, preferred stocks, high-yield securities, and foreign and emerging market bonds. His responsibilities include
overseeing risk management, compliance, regulatory, sales, and trading practices, and educating and training his associates on a broad array of taxable fixed income products.
Steve has been a position trader in corporate bonds for nearly 35 years. He is highly experienced in trading and providing portfolio management guidance for both private client and institutional clients. His career has been built on strong working relationships with financial advisors, their
clients, the investing public, and the broker-dealer community.