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Stifel

Joseph A. Muro IISenior Vice President/Investments

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Wealth Management With Honesty and Integrity at the Forefront

My Approach

Taking a holistic approach to investments, I pride myself on providing a high level of engagement with my clients, including periodic review discussions. It’s very uncommon for someone to tell me, “I haven’t heard from you in a while.” I make it a point to find out what is most important to my clients. After getting to know you and your financial needs, I create customized strategies designed to help you pursue both your short- and long-term goals.
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Latest News

Read, watch, or listen to our timely investor insights.

  • Market SightLines by Michael O'KeeffeSight|Lines

    Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

    Podcast

  • Market Pulse by Michael O'Keeffe and the Investment Strategy GroupMarket Pulse

    Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

    Whitepaper

  • Pin point on map of worldInvestment Strategy Brief

    Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

    Podcast

  • Stifel presents Conversations with Michael O'KeeffeConversations with Michael O'Keeffe

    Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

    Podcast

  • Market SightLines by Michael O'KeeffeSight|Lines Video

    Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

    Video

  • Investment Strategy BriefInvestment Strategy Brief

    Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

    Video

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Investing involves risk, including the possible loss of principal invested.

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