OPEN
Skip to Main Content

Stifel Wealth Tracker

Wealth Tracker screenshot on mobile device

Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play
Lisa Carnoy

Lisa Carnoy

Former Chief Financial Officer, Alix Partners


Ms. Carnoy is known both for advising clients and building businesses. She has substantial capital markets, M&A and operational experience, with a consistent focus on increasing market share and profitability at every organization. A diversity and inclusion champion and role model, she has been named to American Banker's list of “Most Powerful Women in Finance.”

Ms. Carnoy was, until late 2022, Chief Financial Officer and Head of Operations of Alix Partners, a leading management consulting firm. Prior to that, Ms. Carnoy held a variety of senior leadership roles at Bank of America and Merrill Lynch, including as New York City Market President and head of Global Capital Markets. Ms. Carnoy is Trustee Chair Emerita of the Board of Trustees, Columbia University and previously served as an Independent Director and Treasurer of the U.S. Soccer Federation.