Hayden Winter

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

• 06/2023 → 10/2024
  Arthur J. Gallagher
  Dallas, TX
• 08/2019 → 05/2023
  Cornell University
  Ithaca, NY
• 10/2024 → Present
  Stifel
  Southlake, TX
• 08/2014 → 05/2019
  Liberty Christian School
  Argyle, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23