Mark began his investment industry career in 1992. He takes great pride in being the third generation of Steinman men to join the financial services industry after watching his father and grandfather thrive in their financial careers.
Mark earned a B.S. in Economics from The Pennsylvania State University. He holds the Accredited Investment Fiduciary® designation, as well as Series 6, 7, 9 & 10, 63, and 65 securities licenses. He joined Stifel in 2020 after nearly 20 years at Raymond James.
Outside the office, Mark enjoys being active in his local community of Wayne, Pennsylvania. He currently serves as a volunteer for Small Things Philadelphia and is a founding member of Chums Investment Club.
Mark has been married to his wife, Amy, for more than 20 years, and they are the proud and busy parents of their three children.
Dorothy joined Stifel in 2016 after working for Janney Montgomery Scott in Berwyn, Pennsylvania. Given her experience, she is proficient in a number of technical platforms and applications.
Dorothy earned a B.A. in Interdisciplinary Social Sciences from the University at Buffalo and holds Series 7 and 63 securities licenses. Dorothy is the proud mother of two children.
Certificates
Licenses
Awards
Education
AR State License
CA State License