Senior Vice President/Investments
Debra has been helping individuals and institutional clients for more than 35 years, including 31 years at Stifel and firms ultimately acquired by Stifel. She holds the Accredited Asset Management Specialist® designation and personally oversees approximately $500 million of her clients’ assets.
Debra is a member of the Stifel Chairman’s Council, which consisted of 378 of the firm’s top-producing financial advisors in 2021, who were recognized from among nearly 2,300 Stifel financial advisors across the nation. She was also named to Forbes’ America’s Top Women Wealth Advisors list for 2020, 2021, and 2022 as well as Forbes’ Best-In-State List for 2021 and 2022. In addition, she was a recent panelist at the Barron’s Top Women Advisors Summit in Palm Beach, Florida. She is also a founding member of Stifel’s Women’s Initiative Network (WIN), as well as a member of WIN’s Steering Committee. Her husband, David, 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 both Bet Am Shalom Synagogue in White Plains and of the Westchester Jewish Council, the Jewish Community Relations Organization of Westchester County, where she continues to serve on their Executive Committee and as Gala Chair. Debra served as the chair of the UJA Federation/Westchester Business and Professional Board, where she is still 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-advantaged investment strategies, and estate planning issues. Debra earned a B.A. in Economics from the University of Massachusetts at Amherst. She is a lifelong resident of White Plains, where she lives with her husband, David. They have a grown daughter who graduated from University of Michigan and is working in New York City.
Forbes’ America’s Top Women Wealth Advisors and Forbes’ Best-In-State Wealth Advisors rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nominations as provided in the accompanying award disclosures. 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. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures
Senior Vice President/Investments
An investment industry veteran with more than 30 years of experience, David joined Stifel in 2014 to form The Weiner Wealth Management Group with his wife and business partner, Debra Weiner.
Before 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. He was previously 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 earned 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.
Registered Client Service Associate
Michael began his financial services career upon graduating with a Bachelor of Science in Sport Management – Finance from Sacred Heart University in 2019 and holds Series 7 and 66 securities licenses.
Michael has worked in client-facing roles inside and outside of the financial services industry since 2014 and prides himself on delivering top-tier service. In his role as Registered Client Service Associate, he is responsible for building strong rapport with clients and helping to ensure accurate maintenance on all client accounts.
Previously a long-time resident of Suffolk County, Michael now resides on the Upper East Side of Manhattan. He is an avid sports fan who enjoys traveling, spending time with family, and cycling.
Client Service Associate
Brendon Vieira, the newest member of the team, began his financial services career upon earning a B.S. in Financial Management from the University of Connecticut (UConn).
Brendon's passion for the financial industry began while attending UConn, where he served in a range of client-facing positions. He brings a great arsenal of skills to the team, ranging from creating and maintaining relationships, innovative client service strategies, and a strong work ethic.
Outside of the business world, Brendon has a passion for traveling and visiting his family in Europe. He also enjoys participating in the annual Boston Marathon Jimmy Fund Walk in support of cancer research.