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Dominick Minicucci Jr., CIMA®, CFP® Managing Director/Investments, Stifel, New York, New York  3 Bryant Park

Dominick Minicucci Jr., CIMA, CFP

Managing Director/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(212) 328-2265

About Me

Dominick is a retired American Olympic gymnast.  He was a member of the 1988 United States Olympic gymnastics team in Seoul, South Korea, and the Team Captain in 1992 in Barcelona, Spain.  A highly decorated gymnast, he has won medals at the national and international level and was inducted into the U.S.A. Gymnastics Hall of Fame and Temple University Athletics Hall of Fame.

During his athletic career, Dominick demonstrated perseverance and focused on individual and team strategy, which has uniquely shaped him into the financial advisor he is today.  He earned a B.B.A. in Accounting from Temple University and holds Series 3, 7, 63, and 65 securities licenses, as well as life and health insurance licenses.  Having earned the Certified Financial Planner™ certification, he develops comprehensive plans to help clients manage the intersection of pivotal life events and capital market cycles.  He also obtained the Certified Investment Management Analyst® designation, which identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals, and completed the Endowments & Foundations Consulting course through the Investments & Wealth Institute. 

Before joining Stifel in 2022, Dominick held advisory roles at UBS Financial Services, Oppenheimer & Co., and Wachovia Securities.  His long-tenured wealth management career spans nearly 30 years.

Dominick currently serves as a board member for Wendy Hilliard Foundation and has served on boards for The U.S. Olympic Committee and U.S.A. Gymnastics Foundation.  Dominick and his wife, Christy, currently reside in Monroe Township, New Jersey, with his two children.

Raymond T. Minicucci, CRPS® Managing Director/Investments, 3 Bryant Park, New York branch of Stifel

Raymond T. Minicucci, CRPS

Managing Director/Investments

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E-Mail Address

[email protected]

Phone Number

(212) 328-2264

About Me

Raymond began his investment career in 1984 and joined Stifel in 2022.  Throughout the years, he has gained broad-based experience in the financial services industry by serving the wealth management needs of affluent individuals, their families, non-profits, foundations, family-focused offices, and corporate retirement plans.

In 1992, he began focusing his efforts on serving the needs of corporate retirement plans and has built a significance presence in that field for almost three decades.  Raymond holds the Chartered Retirement Plan Specialist™ designation, which identifies those individuals who have successfully completed coursework covering defined benefit, defined contribution, and non-qualified benefit plans for corporate and small business clients, as well as plan design, installation, administration, and fiduciary issues.

Raymond and his wife, Kathy, reside in Port Washington, New York, and are the parents of three children.

Andrew Minicucci Headshot

Andrew Minicucci, CFA, MBA

Portfolio Analyst

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E-Mail Address

[email protected]

Phone Number

(212) 328-2268

About Me

Andrew began his financial services career in 2014 and joined Stifel in 2022.  Prior to joining Stifel, he worked at UBS Financial Services and EnTrust Global, where he gained experience in a variety of roles, the majority of which functioned in an investment research capacity, analyzing opportunities in the alternative investment sector on the behalf of large institutional investors.  At Stifel, Andrew is responsible for client relations, investment analysis, and plan implementation.

Andrew holds the Chartered Financial Analyst® designation, which identifies those who have completed coursework surrounding fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.  He earned a B.A. in Economics from The Johns Hopkins University in Baltimore and an MBA from New York University Stern School of Business.  He holds Series 3, 7, and 63 securities licenses.  While at Johns Hopkins, he was a member of the varsity track & field team and competed in the hurdles. 

Andrew and his fiancé, Jillian, reside in Long Island City, Queens, New York.

Tara Venneri Client Relationship Manager, Daybreak Financial Group, Stifel New York

Tara Venneri

Client Relationship Manager

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E-Mail Address

[email protected]

Phone Number

(212) 328-2266

About Me

Tara began her financial services career 1994 and joined Stifel in 2022.  Prior to Stifel, she served as an Executive Administrative Assistant at Prudential Securities and UBS Financial Services.  Her responsibilities include gathering retirement plan level data, preparing enrollment meetings, and overseeing operations matters.

Tara resides in Aberdeen, New Jersey, with her husband and son.

Ian Caputo

Registered Client Service Associate

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E-Mail Address

[email protected]

Phone Number

(212) 328-2267

About Me

Ian assists the team in performing a variety of tasks to address clients’ service-related needs.  This includes opening and maintaining accounts, processing distributions, communicating with insurance and mutual fund companies, and more.  He earned a B.S. from SUNY Cortland in 2019 and holds Series 7 and 66 securities licenses.  Ian resides in Staten Island.