Scott R. Hall

CFA

CFA

Managing Director/Investments

Scott is a Managing Director/Investments serving executives, entrepreneurs, and ultra-high-net-worth families on the complexities of significant wealth. He specializes in developing highly customized strategies that integrate investment planning with liquidity planning, tax efficiency, and long-term wealth transfer. Scott works closely with each client and their broader advisory team to address complex balance sheets, concentrated equity positions, and sophisticated alternative investments. His team currently oversees more than $1 billion in client assets, reflecting the trust placed in their disciplined and personalized approach.
 
Prior to joining Stifel, Scott advised ultra-high-net-worth clients at Jefferies, where he provided investment, credit, and planning services. Prior to Jefferies, Scott was a Private Banker and Advisor with JPMorgan Private Bank. His experience across market cycles informs a steady, pragmatic approach, particularly during periods of uncertainty or transition. Scott holds the Chartered Financial Analyst® designation. He earned his MBA with Honors from the University of Chicago Booth School of Business and a B.A. in Economics from the University of Michigan.

Originally from Michigan, Scott is based in Chicago and values time with his wife, their two children, and their rescue dogs. He enjoys traveling, having visited all 50 states, six continents, and more than 40 countries, and staying active through fitness, tennis, and the (very) occasional round of golf.

Robert Mulcahy

CFP

CFP

Vice President/Investments

Rob specializes in serving ultra-high-net-worth clients, their families, and closely held businesses. Before joining Stifel, he spent more than a decade as an Assistant Vice President at Jefferies Private Wealth Management. Earlier in his career, he served as Client Services Director for a high-net-worth team at Northwestern Mutual, overseeing operations and portfolio management support.

At Stifel, Rob supports the team in overseeing all client and portfolio trading and capital markets activity. He assists clients with day-to-day service matters, performance and reporting inquiries, and new account opening. Rob also brings unique experience in integrating and developing estate planning and insurance strategies. In addition, Rob earned the CERTIFIED FINANCIAL PLANNER^® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination.

Rob earned a B.A. in Finance from the University of Iowa and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.

Simon Hay

Client Relationship Manager

Simon has worked in the financial services industry since graduating from the University of Nebraska-Lincoln, where he earned a Bachelor of Science in Finance with a minor in Economics.

Prior to joining Stifel, he worked at M1 Finance and served as an Associate at Jefferies Private Wealth Management. He also worked at Chicago-based Hightower Advisors – one of the largest RIAs in the country – as a Portfolio Operations and Trading Analyst, where he traded equity separately managed accounts (SMAs) and assisted with the implementation of active investment strategies across client accounts. His responsibilities included overseeing portfolio operations, ensuring accurate trade execution, and supporting portfolio management workflows, notably for their prominent Chief Investment Strategist, Stephanie Link.

Simon began his financial services career at TD Ameritrade as a financial services representative, gaining early client-facing and market‑focused experience. In his current role at Stifel, Simon supports the Hall Wealth Advisory Group and their clients with portfolio strategy implementation, trading, and day‑to‑day account-related support. He also assists with new account onboarding, performance and reporting inquiries, and ongoing operational needs.  Simon brings a unique combination of analytical experience and a strong client‑service mindset, helping clients navigate their accounts with clarity and confidence.