Evan Bailey Klinger

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2021
  University Of Wisconsin-Madison
  Madison, WI
• 06/2018 → 08/2018
  Lexicata
  Los Angeles, CA
• 06/2019 → 08/2019
  Jones Lang Lasalle
  New York, NY
• 06/2020 → 08/2020
  Rockefeller Capital Management
  New York, NY
• 08/2014 → 05/2017
  New Albany High School
  New Albany, OH
• 06/2021 → Present
  Stifel Nicolaus & Company Inc.
  New York, NY
• 09/2018 → 05/2019
  University Of Wisconsin-Madison
  Madison, WI
• 06/2017 → 08/2021
  Unemployed
  New Albany, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-01-22