Robert L. Capone, Jr.

Vice President/Investments

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As Senior Vice President/Investments in Stifel’s Providence office, I offer 50-plus years of investment industry experience developing strategies for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals.

My consultative approach involves:

• Listening and periodically reviewing your financial situation, preferences, and goals with you
• Helping you navigate investment opportunities that are designed to accurately reflect your income and growth goals
• Following up with our discussions and scheduling one-on-one meetings to discuss your progress

Whether you are retiring, looking to change financial advisors, working through the financial aspects related to divorce, handling the death of a spouse, or seeking to manage an inheritance wisely, I can help you develop an investment plan that aligns with your needs and goals. I also work diligently to ensure you have the appropriate professionals in place to serve your tax and legal needs.

Education

• Master of Business Administration (MBA), Business Administration – Boston University
• Bachelor of Science (B.S.), Finance – Boston College

Licenses

• Series 7, 9 & 10, 24, 63, and 65  
• Life, Health, and Variable Insurance

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Gregg A. Libutti

Financial Advisor

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Having been in the investment industry for more than 35 years, I believe long-term investment success isn’t achieved by predicting the future. It’s achieved by mitigating risk, appropriately managing cash flow, creating tax efficiencies, and maintaining a disciplined approach. Markets are inherently unpredictable in the short term, but they have historically rewarded patient, structured investing over time. My role is to help clients navigate market noise and build resilient, customized strategies aligned with their unique goals and objectives.

Throughout my career, I have worked closely with individuals and families to develop comprehensive wealth management strategies while also serving in leadership roles within the financial services industry. Prior to joining Stifel, I held management positions with VALIC Financial Advisors and CitiStreet Equities, where I mentored and led successful teams of wealth management professionals while continuing to support clients in pursuing their financial goals.

Education

• B.S., Economics – Rollins College

Licenses

• Series 7, 24, 26, 51, 63, and 65  
• Life, Health, and Variable Insurance

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.