Debra A. Weiner, AAMS®
Senior Vice President/Investments

Debra Weiner has more than 30 years of investment industry experience, including 15 with Stifel and Ryan Beck & Co., which was acquired by Stifel in 2007. A member of Stifel’s Chairman’s Council, the firm’s highest level of recognition, she personally oversees the management of more than $300 million of assets for individual and institutional clients.

Debra graduated with honors from the University of Massachusetts at Amherst with a degree in economics. She holds Series 7 and 65 licenses from the Financial Industry Regulatory Authority (FINRA), life, health, and variable insurance licenses, and the Accredited Asset Management Specialist™ certification.

Ms. Weiner is a past President of the Westchester Jewish Council and was the honoree of the Council’s gala in 2006. She is a past President of Bet Am Shalom Synagogue in White Plains, New York, where she also served as the Ritual Chair for eight years and was the 1999 recipient of the Generation-to-Generation award from the New York Jewish Reconstructionist Federation. Ms. Weiner currently serves as the Government Relations Chair for UJA Federation in Westchester and serves on the UJA Federation/Westchester Program Services Cabinet, as well as the Business and Professional Board. She currently chairs the Advisory Committee for the Westchester Jewish Council and serves on the executive committee.

Debra has spoken in the past at public investment forums on topics including asset management and allocation, tax-advantaged investing, and issues surrounding estate and pension planning.

David Weiner
Senior Vice President/Investments

A 28-year investment industry veteran, David joined Stifel in 2014 to form The Weiner Wealth Management Group with his wife and business partner, Debra Weiner.

Prior to joining Stifel, David worked at Chrome Capital Management, LLC, a registered investment advisor he founded. Prior to that, he served as a Managing Director at RBC Capital Markets, where he ran the equity swap desk and marketed equity derivatives to RBC’s corporate clients. Prior to that, Mr. Weiner was a Managing Director and U.S. head of derivatives at Credit Agricole Lazard Financial Products (CALFP), a joint venture between Credit Agricole Bank and Lazard Freres. Prior to CALFP, Mr. Weiner held various equity and fixed income derivative positions at UBS (and its predecessor firms), Deutsche Bank, and Lehman Brothers.

David began his career in the actuarial field. He holds a B.S. in Economics from the State University of New York at Albany.

Jessica Lang
Registered Client Service Associate

Jessica has more than 16 years of investment industry experience and has been with Stifel since 2007 and was with Ryan Beck since 2002. She holds a Series 7 license from FINRA.