Jack C. Broderick
Jack and his 30+ years of financial services experience affords clients his deep understanding of Capital Markets, Equity and Derivative trading, and Wealth Management.
Jack joined Stifel in 2015 as part of the acquisition of Barclays Wealth and Investment Management, Americas. He came to Barclays in late 2011 after 16 years at Credit Suisse, where he was co-head of a Private Banking team for nearly eight years. Prior to this, he ran Credit Suisse’s Monetization Services Group in both New York and London – executing equity and derivative transactions for the firm’s corporate clients and managing the personal investments for their senior officers. Jack ran a similar business at Lehman Brothers for seven years, prior to joining Credit Suisse. Jack was named to Forbes’ America’s Top Wealth Advisors list for 2016-2018. He was also named to Forbes’ Best-In-State Wealth Advisors list for 2018-2020 in the New York City Private Wealth Category. Jack has a Bachelor’s degree in Mathematics and Economics from Bucknell University and a Master’s of Business Administration from Fordham University.
Jack and his wife, Sara, split their time between Park City, Utah, and Manhasset, Long Island. They have three children – Michael, John, and Kelia – and are devoted supporters of The Bowery Mission and The Special Forces Charitable Trust, among other charitable organizations.
Forbes’ America’s Top Wealth Advisors, September 12, 2018, October 24, 2017, and August 3, 2016, each based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, January 16, 2020, February 21, 2019, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are 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.
