Frank B. Procopio is a financial advisor providing guidance to high-net-worth individuals, institutional clients, senior management, and directors of public companies since 1986.
Frank joined Ryan Beck in 1991, and after a series of promotions, he became a Senior Vice President in 1999. He joined Stifel as a Senior Vice President/Investments through the acquisition of Ryan Beck in 2007.
In addition to providing investment guidance, Frank has extensive experience in private wealth management and retirement income strategies.
Frank attended Seton Hall University, where he graduated with a Bachelor of Science in Business Administration with an emphasis in Finance from the Stillman School of Business. For pleasure, Frank enjoys boating, fishing, and golf. He resides locally in Shrewsbury with his wife and three children.
Cari has more than 30 years of financial services experience in various aspects of the industry, joining Stifel through its acquisition of Ryan, Beck & Co. in 2007. She focuses on assisting clients with their administrative needs while delivering a high level of service. Cari also coordinates client meetings, reviews, and client communications. She holds Series 7, 63, and 65 securities licenses.
Outside the office, Cari lives in Marlboro with her husband, Adam, and their son, Brandon. In her free time, she enjoys traveling and reading.
Keeping You Informed
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Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Potomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Wealth management insights from Stifel’s CIO Office.
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The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
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AR State License
CA State License