Jeff Green began his investment career shortly after graduating from the University of California at Berkeley in 1977. In 1993, Mr. Green joined his father at Stone & Youngberg and was made a partner and Managing Director until Stifel’s acquisition of them in 2011. Mr. Green brings more than 40 years of experience in finance, investments, insurance, and wealth management. Jeff has been recognized as a member of Stifel’s Chairman’s Council since 2012.
Jeff and his wife, Janie, are active in their community and have served on multiple boards, trusts, and advisory committees. Currently residing in St. Helena, Jeff serves as vice chair on the city council, appointed bond oversight committee, and on the steering committee for the Lake Hennessey Fire Safe Council.
Jeff enjoys playing tennis and bocce, as well as fine wine, food, and the arts. However, his favorite pastime is spending time with his growing legions of granddaughters. CA Insurance Lic. #0C59212
For 2023 qualification, Stifel’s Chairman’s Council consisted of 240 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.
In a career that has spanned more than 25 years, David has focused on helping individuals and organizations navigate the complexities of finance and investments. David specializes in advising, structuring, and managing investment portfolios for nonprofits, foundations, institutions, as well as high-net-worth families through Stifel’s advisory services. David has been recognized as a member of Stifel’s Chairman’s Council since 2011.
David is deeply committed to the well-being of his local community, particularly ensuring exceptional care and dignity as we age. Serving his community since 2012, David is a devoted board member at the San Francisco Campus for Jewish Living, presently holding the position of immediate past chair, and having previously chaired the finance committee.
David earned a B.S. in Management, Finance from Kean University of New Jersey. David and his wife, Amber, split their time between San Francisco and Barcelona, Spain, where you can often find him cheering for FC Barcelona and in search of his next cup of coffee.
For 2023 qualification, Stifel’s Chairman’s Council consisted of 240 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.
Jennifer joined the team and her father, Jeff, at Stone & Youngberg in 2009, becoming a third-generation employee of the firm. She has been with Stifel since the acquisition in 2011.
Jennifer focuses on providing top-tier service, as well as customizable strategies for her clients to help pursue their goals, which includes wealth management and financial planning offered through Stifel. She has been a member of Stifel’s Women’s Initiative Network (WIN) since its beginning and has participated as a panel speaker.
Jennifer has a Certificate in Personal Financial Planning from UC Berkley Extension and graduated from the University of Colorado, Boulder. She is an active member of the community, serving as a past board member of UCSF Partners in Care for Benioff Children’s Hospital and currently sits on the board of Summer Home Park Improvement Club.
Jennifer enjoys travelling, reading, urban hikes, as well as spending time with her friends and family. CA Insurance Lic. #4399323
Patrick joined Stifel in 2013 and specializes in working with executives and entrepreneurs largely in the tech and entertainment industries. He focuses on being the primary financial resource for his clients by providing strategic guidance to help addresses complex issues that are unique to his niche client base, such as equity compensation planning, liquidity, exit planning, concentrated stock planning, and asset management.
Patrick earned an MBA from New York University (NYU) and obtained the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Financial Analyst® designation. He is a member of the Haskins Giving Society, the NYU young alumni leadership circle, and a leader for the NYU Alumni Club in Los Angeles. He and his wife are actively involved in Huntington Library, Art Museum, and Botanical Gardens philanthropic community as members of the Society of Fellows.
Patrick is a music and fitness fanatic and can often be found trekking through the mountains on a hike or run with his family or sharing his love of guitar and vinyl with his son.
Christa joined Stifel in 2017 and brings more than 30 years of financial services experience.
She oversees the operational and support aspects of the team. Her role includes client and administrative support, account documentation and management, trade support, and account maintenance.
Christa attended Northeastern University and is actively involved in community work – such as Project Open Hand and playing benefit concerts for the San Francisco AIDS Foundation and the SPCA. In her free time, Christa is an avid drummer and singer/songwriter, playing many local shows in San Francisco and touring with her band.
