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

Debra has been helping individuals and institutional clients pursue their financial goals for more than 35 years, including the last 30 years at Stifel and firms with which it has merged. She holds the Accredited Asset Management Specialist® (AAMS®) designation and personally oversees more than $375 million of her clients' assets.

Debra is a member of the Stifel Chairman's Council and serves on the steering committee for the Stifel Women's Initiative Network. She was a recent panelist at the Barron's Top Women Advisors Summit in Palm Beach, Florida, and was named to Forbes' America's Top Women Wealth Advisors list for 2020.1 Her husband, David, also a 30-plus year investment professional, joined her at Stifel in 2014 to form The Weiner Wealth Management Group.

Highly active in her community, Debra is a past president of Bet Am Shalom Synagogue in White Plains (where she also served as the Ritual Chair for eight years) and is a past president of the Westchester Jewish Council, the Jewish Community Relations Organization of Westchester (with more than 160 member groups) where she continues to serve on their Executive Committee and as their Gala Chair.

Debra is a past chair of the UJA Federation/Westchester Business and Professional Board and continues to serve as a Board Member and also served as their Government Relations Chair.

Believing financial education to be essential, Debra has spoken at several public forums on various investment topics, including asset management and allocation, tax-efficient investment strategies, and estate planning issues. Debra earned a B.A. in Economics from the University of Massachusetts at Amherst.

Debra is a lifelong resident of White Plains, where she lives with her husband, David. They have a grown daughter who is a recent University of Michigan graduate and is working in New York City.

1 Forbes' “America's Top Women Wealth Advisors,” April 21, 2020.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 9,654 nominations.  Advisors in the America's Top Women Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.


David Weiner, AWMA®
Senior Vice President/Investments

An investment industry veteran with over 30 years of experience, 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 (CAL FP), a joint venture between Credit Agricole Bank and Lazard Freres. Prior to CAL FP, 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.

A strong advocate within the New York business community,  David serves as a board director of Ladder Capital.


​Elena Tancredi, Client Service AssociateElena Tancredi 
Client Service Associate

Elena Tancredi, the newest member of our team, has been in the financial services industry since 1987. She has experience working with employers, plan administrators, and clients while supporting the investment planning practices of financial advisors. Elena joined Stifel in 2016 as a Client Service Associate, where she has been honing her naturally outstanding skills. She graduated from the College of Westchester with an Associate in Occupational Studies, Business Administration/Management Marketing.

Elena takes great pride in providing a top-tier service experience. She enjoys working closely with clients to help ensure they are well informed and have received all of the information they need, not only on a timely basis but with a great attitude and a friendly manner.

A long-time resident of Putnam County, Elena moved to Eastchester, New York, with her two adult children in 2016. Outside the office, she enjoys spending time with her family and in the great outdoors, bike riding, and reading.