Kenneth Carl Ramos

Managing Director/Investments

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Ken began his investment industry career in 1997 and joined Stifel in 2017.  Prior to Stifel, he served as Senior Vice President at Morgan Stanley, Managing Director at Bear Stearns, and First Vice President at RBC Wealth Management.  He earned a B.S. in Finance and Economics from Rutgers University and holds Series 7, 63, and 65 securities licenses.  He also completed three courses at MIT’s Sloan School of Management on the business applications for Blockchain, Data Analytics, and Artificial Intelligence.

Ken’s particular area of focus lies within the international technology arena.  Specifically, he oversees portfolios that primarily invest in companies believed to be on the cutting edge of disruptive innovation.  He helps investors diversify beyond the representation of the S&P 500 index and across different market caps, sectors, and styles.  

Passionate about the community, Ken currently serves in various roles:  board member of The South Fork Natural History Museum and Nature Center, founding member, investor, and event planner of The Fintech Connector, board member of Finnish American Chamber of Commerce, member of Swedish American Chamber of Commerce, and member of the National Arts Club.  He is proud to have achieved a level of near-fluency in Swedish and is working toward completing the same in German.

All written business communications will be in English.
Indices are unmanaged and are not available for direct investment. 
The Standard & Poor’s 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. 

Steven Levy

Business Development Associate

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Steven began his financial services career in 2006 and joined Stifel in 2023.  Prior to joining Stifel, he worked at E*Trade Securities LLC, Merrill Lynch, and Morgan Stanley.  Steven is committed to delivering white glove service to the team’s clients.

Steven holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  He currently resides in Passaic, New Jersey, with his wife and six children.

Jacob Bauman

Client Relationship Manager

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Jacob began his financial services career in 2020 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Ernst & Young, UBS Financial Services, and Oppenheimer & Co.  Jacob is dedicated to delivering top-tier service to the team’s clients and operational support as needed.

Jacob earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida and holds Series 7 and 66 securities licenses.  Outside the office, he enjoys running and playing tennis.