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William Bridge, Cima Email & Phone Number

Senior Analyst, Manager Research at Stifel Financial Corp.
Location: New York City Metropolitan Area, United States, United States 6 work roles 3 schools
1 work email found @ml.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Current company
Stifel Financial Corp.
Role
Senior Analyst, Manager Research
Location
New York City Metropolitan Area, United States, United States
Company size
5553 employees

Who is William Bridge, Cima? Overview

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Quick answer

William Bridge, Cima is listed as Senior Analyst, Manager Research at Stifel Financial Corp., a company with 5553 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for William Bridge, Cima.

William Bridge, Cima previously worked as Vice President - Portfolio Analytics & Research Group at Diffractive Managers Group and Independent Investment Consultant at Self-Employed. William Bridge, Cima holds Certified Investment Management Analyst (Cima) from The Wharton School.

Company email context

Email format at Stifel Financial Corp.

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*@ml.com
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AeroLeads found 1 current-domain work email signal for William Bridge, Cima. Compare company email patterns before reaching out.

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Profile bio

About William Bridge, Cima

Financial services professional with extensive investment experience and strong qualifications in advisory product development and management, investment manager due diligence, and investment papers and research reports. Outstanding communication and interpersonal skills and expertise in developing and maintaining strong productive working relationships.

Current workplace

William Bridge, Cima's current company

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Stifel Financial Corp.
Stifel Financial Corp.
Senior Analyst, Manager Research
st. louis, missouri, united states
Website
stifel.com
Employees
5553
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Company profile
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6 roles

William Bridge, Cima work experience

A career timeline built from the work history available for this profile.

Senior Analyst, Manager Research

Current
Stifel Financial Corp.

New York, New York, United States

Sep 2023 - Present

Vice President - Portfolio Analytics & Research Group

Diffractive Managers Group

New York, New York, United States

Oct 2020 - Oct 2022

Independent Investment Consultant

Self-Employed

New York, New York, United States

Provided due diligence, consulting services, advice and guidance to asset management firms.Examples include;- Provided counsel to an $8 billion asset management firm regarding a portfolio management change and how to communicate the change to their clients and the institutional community including wealth management firms.- Provided due diligence and advice.

Dec 2019 - Oct 2020

Vice President - Senior Research Analyst

Morgan Stanley Wealth Management

Greater New York City Area

Primary coverage analyst for approximately 50 domestic growth equity investment strategies (mutual funds and separately managed accounts) across small, mid and large cap offered through Morgan Stanley’s UMA platform. Greater than $20 billion in assets under my coverage.

Aug 2013 - Dec 2019

Head Of Investment Oversight

Merrill Lynch

Head of Investment Oversight for Merrill Lynch’s Financial Advisor directed investment platforms with over $200 billion in assets under management.

Jun 2010 - Aug 2013

Vice President - Investment Manager Research

Merrill Lynch

Primary analyst for over 35 investment portfolios (separately managed accounts and mutual funds). Responsibilities include monitoring the portfolio’s investment style and process, trading activity and publishing research reports for distribution to Merrill Lynch Financial Advisors and their clients.

Jan 1990 - Jun 2010
Team & coworkers

Colleagues at Stifel Financial Corp.

Other employees you can reach at stifel.com. View company contacts for 5553 employees →

FS Fred Scales Fred Scales Colleague at Stifel Financial Corp.Washington, North Carolina, United States, United States View → JT Jennifer Tung Jennifer Tung Colleague at Stifel Financial Corp.New York, New York, United States, United States View → JW John W. Johnson John W. Johnson Colleague at Stifel Financial Corp.Greater Florence, South Carolina Area, United States View → SQ Susan Quirk Susan Quirk Colleague at Stifel Financial Corp.Boston, Massachusetts, United States, United States View → CB Carrie Bock, Cpa Carrie Bock, Cpa Colleague at Stifel Financial Corp.Vero Beach, Florida, United States, United States View → DJ Diane Jung-South Diane Jung-South Colleague at Stifel Financial Corp.Greater Indianapolis, United States View → LR Logan Richter Logan Richter Colleague at Stifel Financial Corp.Columbus, Ohio Metropolitan Area, United States View → RK Ron Kruszewski Ron Kruszewski Colleague at Stifel Financial Corp.St Louis, Missouri, United States, United States View → GM Greg Maier, Cfp® Greg Maier, Cfp® Colleague at Stifel Financial Corp.St Louis, Missouri, United States, United States View → KF Kyle Freeman Kyle Freeman Colleague at Stifel Financial Corp.Arnold, Missouri, United States, United States View →
3 education records

William Bridge, Cima education

FAQ

Frequently asked questions about William Bridge, Cima

Quick answers generated from the profile data available on this page.

What company does William Bridge, Cima work for?

William Bridge, Cima works for Stifel Financial Corp..

What is William Bridge, Cima's role at Stifel Financial Corp.?

William Bridge, Cima is listed as Senior Analyst, Manager Research at Stifel Financial Corp..

What is William Bridge, Cima's email address?

AeroLeads has found 1 work email signal at @ml.com for William Bridge, Cima at Stifel Financial Corp..

Where is William Bridge, Cima based?

William Bridge, Cima is based in New York City Metropolitan Area, United States, United States while working with Stifel Financial Corp..

What companies has William Bridge, Cima worked for?

William Bridge, Cima has worked for Stifel Financial Corp., Diffractive Managers Group, Self-Employed, Morgan Stanley Wealth Management, and Merrill Lynch.

Who are William Bridge, Cima's colleagues at Stifel Financial Corp.?

William Bridge, Cima's colleagues at Stifel Financial Corp. include Fred Scales, Jennifer Tung, John W. Johnson, Susan Quirk, and Carrie Bock, Cpa.

How can I contact William Bridge, Cima?

You can use AeroLeads to view verified contact signals for William Bridge, Cima at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.

What schools did William Bridge, Cima attend?

William Bridge, Cima holds Certified Investment Management Analyst (Cima) from The Wharton School.

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