Alex David

AAAA Chair Emeritus

President and CEO
Stifel Independent Advisors - Stifel

Alex joined Stifel after spending nearly 13 years at Wells Fargo Advisors, where he was Head of Branch Development and Marketing for the firm’s independent brokerage arm, Wells Fargo Advisors Financial Network (FiNet). In this role, he guided FiNet’s business development and market strategy and led a team responsible for recruiting, consulting, coaching, and managing independent financial advisors. Before that, as a Managing Director from 2008-2014, he helped bring in more than $55 billion in assets through recruiting and M&A activity.

Earlier in his career, Alex was an institutional wholesaler with Lord Abbett, Federated Investors, and OppenheimerFunds. He has worked on several financial services industry initiatives in Washington, D.C., including representing Wells Fargo on Capitol Hill in discussions with the House Ways and Means Committee regarding the tax status of 1099 independent contractors. He holds a doctorate in business with major concentrations in economics and marketing and a master’s degree in economics from the Lubin School of Business at Pace University.