David G. Powers, CPA
Client Relationship Manager
Education
• MBA, University of Maryland – Robert H. Smith School of Business
• B.S., Finance, University of Delaware – Lerner School of Business
and Economics
Licenses and Certifications
• Series 7, General Securities Representative
• Series 9 & 10, General Securities Sales Supervisor
• Series 66, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)
• Certified Public Accountant (CPA)
Experience
David brings more than 10 years of financial services experience to the team. Prior to joining Stifel in 2018, he served as Senior Finance Manager of U.S. Business Support at Legg Mason, where he was responsible for analyzing and communicating the firm’s financial performance in an effort to improve efficiency and productivity across the organization.
Philosophy
As a core part of our team, David focuses on further enhancing client relationships and executing strategic business development initiatives. Actively involved in the day-to-day business operations, he continuously assesses client service needs as well as implements investment portfolio recommendations. He prides himself on delivering high-touch, detail-specific client communication and service.