Experience and Background


Brian Odelli - Vice President/Investments

Brian Odelli
Vice President/Investments

Brian has nearly 30 years of experience providing wealth management guidance and services to business owners and the executive community. 


A graduate of St. John's University, Brian began his investment industry career with Lehman Brothers in their midtown Manhattan office in 1991.  After gaining valuable knowledge and insight, Brian joined A.G. Edwards in 1993 in an effort to align his firm's values with his own.  A few years later, Brian joined Merrill Lynch within their World Financial Center office, directly across from Ground Zero in lower Manhattan. 

Shortly after joining Merrill Lynch, Brian was selected to introduce the firm's investment banking, wealth management, and corporate executive services to business leaders in the manufacturing, food and beverage, radio, television, cable, banking, and automotive industries.  His vision for bringing the collective strength of a firm's resources to bear on behalf of his clients came while helping automotive dealership owners and executives navigate the complexity of determining whether to continue operating their businesses, take their companies public, sell to existing management or an outside buyer, and how each decision might impact their family and their lives through a period of accelerated industry consolidation in the late 1990s.  Brian relocated his practice to Bucks County in 1998 and brought the wealth of his experiences to Stifel in 2009.

 

Personal

Brian and his wife, Christine, along with their daughters, Brianna and Natalie, live in Bucks County, Pennsylvania.  Brian and Christine are firmly committed to teaching their children the importance of practicing a life of service to others by using their gifts and talents to give back to their community and to assist those in need.