Kaitlin Byrne

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

• 04/2017 → 09/2017
  The Original Pancake House
  Park Ridge, IL
• 08/2015 → 05/2019
  Regina Dominican High School
  Wilmette, IL
• 05/2018 → 02/2023
  Moretti's Ristorante
  Chicago, IL
• 08/2021 → 05/2023
  Department Of Chemistry At Illinois State University
  Normal, IL
• 05/2022 → 08/2022
  Stifel
  Chicago, IL
• 06/2023 → Present
  Stifel
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-24