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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

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Jacob Allen

CEPA , CIMA®, CRPC® , CPWA , CDFA , RMA

Jake began his investment industry career in 1994 and joined Stifel in 2020 after spending 21 years at Merrill Lynch. He completed the Yale School of Management Investment Management Theory and Practice: A CIMA® Certification Registered Education...

ABOUT JACOB

 

Jake began his investment industry career in 1994 and joined Stifel in 2020 after spending 21 years at Merrill Lynch. He completed the Yale School of Management Investment Management Theory and Practice: A CIMA® Certification Registered Education Program in 2020. Jake completed graduate-level coursework in Estate Planning at The American College of Financial Services in 2022. He focuses on multi-generational wealth planning and is proud to serve clients in 19 different states.

 

Jake is a member of The Estate Planning Council of St. Louis. He is the former Treasurer and board member of the St. Louis Chapter, Society of Financial Service Professionals. He has served as a panel member for the Investments and Wealth Institute assisting in the design of examination content for the Certified Private Wealth Advisor CPWA® examination, The Certified Investment Management Analyst CIMA® examination, and the Retirement Management Analyst RMA® examination. Outside of work, he enjoys golf and spending time with his wife and children.