Roger H. Saks, AIF
Managing Director/Investments
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About Me
Roger started his investment industry career in 1992 and joined Stifel in 2015. Prior to joining Stifel, he began his career at Goldman Sachs, where he focused on bonds and worked in the fixed income division, holding positions in several areas, including investment banking, corporate bond trading, and mortgage and asset-backed bond sales. Roger then joined Lehman Brothers to focus on equities and worked directly with hedge funds in sourcing investment ideas and portfolio risk management. He moved to Barclays in 2008 and focused on wealth management for high-net-worth individuals, family offices, and mid-sized companies. At Stifel, Roger emphasizes comprehensive wealth planning for entrepreneurs, family businesses, executives, and financial professionals.
Roger earned a B.S. in Economics from the Wharton School at the University of Pennsylvania. He holds Series 7, 9 & 10, 57, 63, and 65 securities licenses.
Roger grew up in New Jersey and now travels from New York City to a home in New York’s Adirondacks and the Saratoga Springs, New York area. Roger enjoys spending time with his wife and four “almost grown” children. Philanthropically, Roger is active with several organizations that promote education and career opportunities for disadvantaged youth and organizations that protect the ecosystem around the Lake George region. He is an avid downhill skier, an “improving” water skier, and has recently taken up the sport of pickle ball, with some ambitious personal goals. Some of his other hobbies include hiking, road biking, boating, amateur photography, and personal fitness.
Roger H. Saks
AIF
AIF
Managing Director/Investments
2123281680
Roger started his investment industry career in 1992 and joined Stifel in 2015. Prior to joining Stifel, he began his career at Goldman Sachs, where he focused on bonds and worked in the fixed income division, holding positions in several areas, including investment banking, corporate bond trading, and mortgage and asset-backed bond sales. Roger then joined Lehman Brothers to focus on equities and worked directly with hedge funds in sourcing investment ideas and portfolio risk management. He moved to Barclays in 2008 and focused on wealth management for high-net-worth individuals, family offices, and mid-sized companies. At Stifel, Roger emphasizes comprehensive wealth planning for entrepreneurs, family businesses, executives, and financial professionals.
Roger earned a B.S. in Economics from the Wharton School at the University of Pennsylvania. He holds Series 7, 9 & 10, 57, 63, and 65 securities licenses.
Roger grew up in New Jersey and now travels from New York City to a home in New York’s Adirondacks and the Saratoga Springs, New York area. Roger enjoys spending time with his wife and four “almost grown” children. Philanthropically, Roger is active with several organizations that promote education and career opportunities for disadvantaged youth and organizations that protect the ecosystem around the Lake George region. He is an avid downhill skier, an “improving” water skier, and has recently taken up the sport of pickle ball, with some ambitious personal goals. Some of his other hobbies include hiking, road biking, boating, amateur photography, and personal fitness.
About Me
Tommy began his investment industry career in 2025 after a 12-year tenure on the U.S. Ski Team, including representing Team USA at the 2018 Winter Olympics. He most recently served as Executive Director of the World Cup Dreams Foundation, a nonprofit supporting elite Snowsports athletes facing financial barriers, while also leading the Snowsports program at Northwood School, a nationally recognized independent boarding school known for its academic rigor and elite level athletics.
Tommy joined Stifel to merge his passion for high performance with the strategic discipline of wealth management. He focuses on helping entrepreneurs and families gain clarity and confidence in pursuing their long-term financial goals. Tommy believes in simplifying complex financial decisions, building purpose-driven strategies, and guiding clients with discipline through life’s transitions. He earned a BSBA from the University of Vermont and holds Series 7, 63, and 65 securities licenses.
Prior to joining Stifel, Tommy built a reputation for resilience and leadership as a World Cup alpine ski racer. His experience at the highest level of sport shapes his approach to investing, prioritizing discipline, teamwork, and long-term vision.
Tommy lives in the Adirondacks with his wife, Claire, and their daughter, Rudi. He remains active in the outdoor sports community and is passionate about mentorship, youth development, and helping others build sustainable futures. Outside the office, he enjoys backcountry skiing, any sport, and a PB&J on top of a mountain.
Thomas Biesemeyer
Financial Advisor
2123281588
Tommy began his investment industry career in 2025 after a 12-year tenure on the U.S. Ski Team, including representing Team USA at the 2018 Winter Olympics. He most recently served as Executive Director of the World Cup Dreams Foundation, a nonprofit supporting elite Snowsports athletes facing financial barriers, while also leading the Snowsports program at Northwood School, a nationally recognized independent boarding school known for its academic rigor and elite level athletics.
Tommy joined Stifel to merge his passion for high performance with the strategic discipline of wealth management. He focuses on helping entrepreneurs and families gain clarity and confidence in pursuing their long-term financial goals. Tommy believes in simplifying complex financial decisions, building purpose-driven strategies, and guiding clients with discipline through life’s transitions. He earned a BSBA from the University of Vermont and holds Series 7, 63, and 65 securities licenses.
Prior to joining Stifel, Tommy built a reputation for resilience and leadership as a World Cup alpine ski racer. His experience at the highest level of sport shapes his approach to investing, prioritizing discipline, teamwork, and long-term vision.
Tommy lives in the Adirondacks with his wife, Claire, and their daughter, Rudi. He remains active in the outdoor sports community and is passionate about mentorship, youth development, and helping others build sustainable futures. Outside the office, he enjoys backcountry skiing, any sport, and a PB&J on top of a mountain.
Sophia Marzo
Client Relationship Manager
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About Me
Sophia began her career in financial services at Stifel in 2023. As a core member of the team, she serves as the primary point of contact for clients, delivering a seamless, personalized experience to each relationship. She oversees day‑to‑day operations and coordinates key initiatives to ensure processes run efficiently and effectively.
Her role spans a wide range of responsibilities across client service, administration, marketing, business development, and operational support – each contributing to the team’s overall success.
Aside from her professional achievements, Sophia holds an MBA degree from the University of Scranton with honors, giving her valuable knowledge in business administration and management. She also holds her Series 7 and 63 licenses.
Born and raised in Staten Island, Sophia continues to reside there and frequently spends time with her family in New Jersey. She enjoys baking, staying active through fitness, and spending quality time with her friends and family.
Sophia Marzo
Client Relationship Manager
2123281071
Sophia began her career in financial services at Stifel in 2023. As a core member of the team, she serves as the primary point of contact for clients, delivering a seamless, personalized experience to each relationship. She oversees day‑to‑day operations and coordinates key initiatives to ensure processes run efficiently and effectively.
Her role spans a wide range of responsibilities across client service, administration, marketing, business development, and operational support – each contributing to the team’s overall success.
Aside from her professional achievements, Sophia holds an MBA degree from the University of Scranton with honors, giving her valuable knowledge in business administration and management. She also holds her Series 7 and 63 licenses.
Born and raised in Staten Island, Sophia continues to reside there and frequently spends time with her family in New Jersey. She enjoys baking, staying active through fitness, and spending quality time with her friends and family.
Thomas P. McDonnell
Vice President/Client Service
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About Me
Tom began his investment industry career in 2010 and joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. He focuses most of his efforts on client relationship management, trade execution, and investment analysis for the team. He holds Series 7, 63, and 65 securities licenses.
Tom earned a Bachelor of Arts in History from Amherst College. Outside the office, he enjoys reading and coaching youth lacrosse. He currently resides in Manhasset, Long Island, with his family.
Thomas P. McDonnell
Vice President/Client Service
2123281697
Tom began his investment industry career in 2010 and joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas. He focuses most of his efforts on client relationship management, trade execution, and investment analysis for the team. He holds Series 7, 63, and 65 securities licenses.
Tom earned a Bachelor of Arts in History from Amherst College. Outside the office, he enjoys reading and coaching youth lacrosse. He currently resides in Manhasset, Long Island, with his family.
Andrea Schiaffino
Branch Administrative Manager
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About Me
Andrea serves as the Branch Office Administrator at Stifel’s New York office, bringing nearly two decades of experience and dedication to the firm. Since joining Stifel in 2007, she has been instrumental in managing the day-to-day operations of the branch, ensuring a high level of organizational efficiency and client service. Andrea’s deep knowledge of administrative processes and her commitment to excellence make her an integral member of the team. Andrea holds Series 7 and 63 securities licenses.
Andrea’s long-standing tenure reflects her reliability and professionalism. She is known for her proactive approach, attention to detail, and ability to support both clients and colleagues with care.
Andrea resides in Manhattan. In her spare time, she enjoys baking, traveling, and spending time with her family and friends.
Andrea Schiaffino
Branch Administrative Manager
2128476565
Andrea serves as the Branch Office Administrator at Stifel’s New York office, bringing nearly two decades of experience and dedication to the firm. Since joining Stifel in 2007, she has been instrumental in managing the day-to-day operations of the branch, ensuring a high level of organizational efficiency and client service. Andrea’s deep knowledge of administrative processes and her commitment to excellence make her an integral member of the team. Andrea holds Series 7 and 63 securities licenses.
Andrea’s long-standing tenure reflects her reliability and professionalism. She is known for her proactive approach, attention to detail, and ability to support both clients and colleagues with care.
Andrea resides in Manhattan. In her spare time, she enjoys baking, traveling, and spending time with her family and friends.
