Jason began his career as a financial advisor in 1997 and joined Stifel in 2007. Throughout this extensive tenure, he has helped his clients navigate a variety of market environments, pursue their ever-changing goals, and address their unique needs.
Jason earned a B.A. in Business Administration and Biology from Washington & Jefferson College and holds Series 7 and Series 65 securities licenses, as well as life, health, and variable insurance licenses. Active in the community, Jason serves as a board member of the Mt. Lebanon Football Association.
Vincent has more than 40 years of financial services experience and joined Stifel in 2007. Prior to Stifel, he worked for Merrill Lynch, Gruntal and Co., and Ryan Beck and Co. With his extensive career, Vincent is well equipped to help clients pursue their goals.
Vincent earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning, which identifies those individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues. In addition, he holds Series 3, 7, 8, 24, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Paul began his career at Stifel in 2020, joining Jason Baer and Vince Kasievich as a member of the Baer Kasievich Financial Group. Paul joins Stifel with prior industry experience in sales at Federated Investors and Corporate & Institutional Banking at PNC Bank. He holds Series 7 and 66 securities licenses.
Paul earned a bachelor’s degree from Michigan State University, where he was a four-year letter winner on the varsity football team. During his time at Michigan State, Paul became one of 22 players in school history to earn Academic All-Big Ten Selection all four years while being on the football team. Following his time at Michigan State, Paul played tight end for his hometown team, the Pittsburgh Steelers.
Outside of the office, Paul and his wife, Caroline, enjoy trying new restaurants in Pittsburgh, taking their Great Dane, Gus, on walks, and spending time with family. Paul also enjoys being active in the community, most currently as a volunteer football coach at his former high school.