John Stieven

St. Louis Office Information

7707 Forsyth Blvd.
St. Louis, MO 63105

Phone: (314) 725-9055

Hours: 8:00 a.m. to 5:00 p.m.

John Stieven, Sr., CFA, CFP®

Vice President & Senior Portfolio Manager

Direct Phone


Email Address

John has more than 14 years of investment management experience along with an additional 20 years as a financial management educator. He served as a Senior Portfolio Manager for AG Edwards Trust Company. He continues to serve as an adjunct Full Professor at several Universities in St. Louis, and is a retired Lieutenant Colonel from the U.S. Air Force. John’s ability to design, implement, monitor, and make appropriate changes to investment portfolios helps his clients reach their unique goals and objectives.

Education & Certifications

  • Chartered Financial Anaylst (CFA)
  • Certified Financial Planner™ Professional (CFP®)
  • Master of Science in Operations Research, Air Force Institute of Technology
  • Master of Science in Administration, Central Michigan University
  • Missouri Life and Health Insurance Licensed

Interests & Activities

John is an active member of the St. Louis Chartered Financial Analyst® Society and is a member of the Board of Directors for the Fisher House Foundation.

You might also find him tending his bee hives, as John is also a beekeeper, believing in the benefits of “pure honey.”

Our St. Louis Team

Carole Warnhoff

Carole Warnhoff, CTFA

Assistant Vice President & Relationship Manager
Dan Gunn

Daniel Gunn, J.D., MBA

Vice President & Senior Portfolio Manager
Dawn Federhofer

Dawn Federhofer, CTFA

Senior Vice President & Senior Relationship Manager

Emily E. Heitman

Fiduciary Officer & Relationship Manager
Evan Sowers

Evan Sowers, MBA

Executive Vice President & St. Louis Market Executive
Genny McIntire

Genny McIntire

Trust Officer & Relationship Manager
John Sastry

John Sastry, J.D., CFP®

Vice President & Financial Planning Officer
John Stieven

John Stieven, Sr., CFA, CFP®

Vice President & Senior Portfolio Manager
Kathy Selinger

Kathy Selinger, J.D.

Senior Vice President & Senior Fiduciary Officer
Kevin Bohn

Kevin Bohn, CTFA, CFP®

Vice President & Relationship Manager
Melissa Bloodworth

Melissa Bloodworth, CTFA

Vice President & Senior Relationship Manager
Nancy O'Neal

Nancy O’Neal, CFP®, CFIRS™

Senior Vice President & Chief Compliance Officer
Ryan Mancini

Ryan Mancini, MBA, AFIM®

Vice President & Portfolio Manager
Stacey Beatty

Stacey Beatty

Vice President & Portfolio Manager
Steve Johnson

Steve Johnson, MBA

Senior Vice President & Senior Portfolio Manager
Vance Urick

Vance Urick, CTFA

Senior Vice President & Senior Portfolio Manager