David E. Farina, Managing Director/Investments, brings more than 40 years of investment experience to Stifel. He began his career with E.W. Smith of Philadelphia, Pennsylvania, in 1980 and, through a series of acquisitions, joined Stifel in 2007, which places him at the same financial institution throughout his career. Throughout his tenure, David has worked closely with personal funds, institutional municipal and local government funds, corporations, and non-profit organizations. With a focus on retirement planning, he specializes in defined benefit/defined contributions plans, 401(k), 457, and 403(b) plans, and deferred compensation planning. David’s role and leadership has positioned him as the quarterback for the Farina Wealth Management Group.
David earned a bachelor’s degree in Political Science and Public Administration from the College of New Jersey. He has been a member of Stifel Chairman’s Council* and similar councils at predecessor firms for more than 20 years. David is the associate pastor of Calvary Full Gospel Church in Fairless Hills, Pennsylvania. He has been married to his wife, Elaine, for more than 40 years. They have eight grandchildren and reside in Langhorne, Pennsylvania..
* For 2022 qualification, Chairman’s Council consisted of 359 financial advisors, who were recognized from among the more than 2,300 financial advisors across the nation.
Jonathan D. (JD) Farina, Portfolio Analyst, brings nearly two decades of experience in the financial services industry. He holds Series 7 and 66 securities licenses. With a focus on service and integrity, JD supports the team in developing and customizing financial strategies designed to help clients pursue their unique financial goals. He also analyzes income and cash flow to help mitigate risk to clients’ wealth throughout retirement. As a multigenerational team, JD has had the honor of working into the second and third generation of client relationships.
Outside of his responsibilities at Stifel, JD invests his time with middle school and high school students at his local church. JD resides in Yardley, Pennsylvania, with his wife, Christina, and three children.
Michael Becker, Financial Advisor Associate, began his financial services career in 2006 and joined Stifel in 2009. Prior to his financial services career, he spent 15 years as a medicinal chemist in drug discovery with firms in big pharma, biotech, and his own startup company. Michael supports the team in providing a relationship-focused client experience through a highly customized wealth management process. He works collaboratively to develop investment strategies that align with client objectives, expectations, and risk tolerance. He and the team provide an active and tactical investment approach, using the modern portfolio theory, designed to help clients generate a steady stream of income during their retirement years.
Barbara Lee Hogan, Registered Investment Associate, has more than 40 years of financial services industry experience, spanning from E.W. Smith Company in 1981 through a series of acquisitions until joining Stifel in 2007. Barbara believes that a key element in succeeding in life and reaching goals is that one has to be willing to make sacrifices. In her 40-plus years in the investment industry, she has devoted herself to building strong bonds with clients. She strives to gain an understanding of clients’ requirements and provide them with the services they need to help pursue their financial goals, all the while assisting them to be more knowledgeable and comfortable in their investment lives.
Jacqueline A. Caywood, Senior Registered Client Service Associate, has more than 25 years of financial industry experience and joined Stifel in 2010. She holds Series 7 and 66 securities licenses. Prior to joining Stifel, Jacqueline held similar positions at Morgan Stanley and Merrill Lynch. She strives to make the client experience enjoyable by delivering the highest level of service possible.
Maryann Hall, Client Service Associate, has been with the Farina Wealth Management Group for more than 40 years. Her practice in the world of finance has varied from investment management to client services. Currently, she serves as a liaison between clients and the investment team members. Maryann’s vast and in-depth experience uniquely qualifies her to address client service needs in a timely and professional manner.