Pensions
Stifel Pension Group
Pension experts providing guidance to municipalities and policymakers alike.
Stifel’s public finance banking team includes a dedicated group of experienced professionals who provide analysis and recommendations relating to pension liability management to issuers around the country. While the team has senior managed financings for cities, counties, and states across the country, this analysis also includes a focus on the structural, policy, regulatory, and market-based issues that impact pension and OPEB finances.
Sample of Recent Transactions
Dollar volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.
Recognized Leader
Largest
#1 pension underwriter by par amount and number of transactions, financing over $4.1 billion for 59 issues since 2020
Prolific
More than one of every four pension deals1 in the United States is priced by Stifel
Innovative
Helped codify best practices and drive innovation for pensions in Arizona and West Virginia
1 Source: LSEG, as of 8/2025
Team
Omar Daghestani
Managing Director
Chicago
Grant Hamill
Managing Director
Phoenix
Mark Reader
Managing Director
Phoenix
Jeremy Newtson
Managing Director
Chicago
Claude Lockhart
Director
Chicago
Jack Leeper
Director
Phoenix
