Prior to joining Stifel in 2019, Tom served as a Senior Vice President – Wealth management with UBS Financial Services and as an Executive Financial Services Director at Solomon Smith Barney. Over the past 19 years, he gained considerable experience in managing concentrated equity positions and honing his skills in advanced stock option planning, restricted securities, 10b5-1 insider trading plans, hedging, and monetization. He was involved in several of Cincinnati's most recent IPOs and private acquisitions and has developed more than 500 trading plans for senior executives at publicly traded companies.
Tom began his investment industry career in 2001 in the midst of the tech bubble. The ensuing market crashes of the early and late 2000s helped shape his risk-focused approach to wealth management, which he incorporates as co-head of our team's investment committee.
Tom earned a B.A. in Finance from Xavier University and was a walk-on to the varsity men's soccer team. His experiences as a student athlete helped further develop his discipline, work ethic, and leadership. As leader and founder of our team, he sets an exceptional standard of professionalism, diligence, competence, and integrity, and offers nothing short of full commitment to his clients. His extensive experience is coupled with earnest and tireless care for his clients' welfare, earning him the trust that's necessary to address complex issues and build lifelong relationships.
While priding himself on around-the-clock accessibility to his clients, Tom is also committed to serving the community as a member of DePaul Cristo Rey High School’s Investment Committee, an executive mentor to Xavier University students and a member of the Xavier University finance department advisory board. Outside the office, he's likely to be found running or biking, spending time with his wife, Kelly, and daughters, Flora and Grace, or coaching his son's (George) athletic teams at St. Mary's Catholic School.
Leigh A Gage
As head of wealth and tax planning strategies for our team, Leigh serves a sophisticated client base that includes senior executives at many local companies. Her technical and analytical skill is matched by her enthusiasm and empathy for others. These qualities played an integral role in her being named to Forbes' 2017 and 2018 list of Top Next-Gen Wealth Advisors*, which recognizes talented young advisors who represent the future of the wealth management industry. She understands her clients' needs and delivers highly complex information in a way that is meaningful and easy to understand.
Originally from Brockton, Massachusetts, Leigh moved to Cincinnati after completing a bachelor’s degree at Miami University. She began her investment industry career in 2005 and joined Stifel in 2019. Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ certification, she has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning. Leigh also holds a master’s degree in business administration tax from the University of Cincinnati.
When not working on behalf of her clients, studying tax code, or chasing her two young children, Leigh devotes her free time to serving as a leader in her community. In her role as an executive mentor to Xavier University students, she encourages young women to pursue careers in finance. Leigh is a member of Impact 100 and previously served as board president for Building Blocks for Kids. She was also honored to be included among the YWCA's Rising Star Class of 2015 and Working Mother Magazine’s 2018 and 2020 list of Top Wealth Advisor Moms.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
*Forbes' “America's Top Next Generation Wealth Advisors,” July 25, 2017. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of over 19,000 nominations.
Advisors in Forbes' “America's Top Next Generation Wealth Advisors” are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors were born with in 1980 or later with a minimum of four years of relevant experience and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Tom L Awadalla
A Cincinnati native, Tom attended Covington Catholic and earned a B.S.B.A. from Xavier University. He began working in financial services nearly 15 years ago and has focused his career on consulting with corporate executives, retirees, and others who hold concentrated stock positions. Tom maintains his passion for studying the market by reading voraciously in order to bring innovative ideas and outside perspectives to our weekly team meetings.
Having been named to Forbes' 2019 list of Best-In-State Wealth Advisors*, Tom is known for his engaging and proactive service to his clients. His diligent guidance and care help clients stay on track toward pursuing their goals. Having seen the results that come from pairing a solid wealth management plan with a thoughtful investment strategy, he holds a deep conviction in the benefits of our work and is inspired to grow our practice He applies his drive and enthusiasm to leading the team's marketing efforts as the head of new client acquisition for our team.
Tom renews his energy by staying active with tennis, golf, skiing, and CrossFit. He enjoys the outdoors and serves his community through his work with the Ronald McDonald House, National Multiple Sclerosis Society, and Mariemont High School. He and his wife, Hanna, live in Mariemont with their daughters, Sofia and Alice, and two dogs.
*Forbes' “Best-In-State Wealth Advisors,” February 21, 2019. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 30,000 nominations in 2019.
Advisors in Forbes' “Best-In-State Wealth Advisors” are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Stuart M Swift
Client Relationship Manager
Stuart supports the team's marketing and business development efforts while delivering top-tier service to our clients.
After completing a two-year church service mission in Brazil, Stuart earned a B.S. in Finance from Brigham Young University. During his time in college, he spent two summers with our team as an intern and joined full time upon graduation.
While Stuart considers Cincinnati his home town, he keeps close ties to his birthplace, Iowa City, as an avid Hawkeye football fan. In his free time, he enjoys golfing, serving in his church, and spending time with his wife, Courtney, and their three children, Charlotte, Jackson, and Jameson.
Joe P Lieser
Client Relationship Manager
Joe is responsible for supporting the team's marketing and business development efforts.
A Toledo, Ohio, native, Joe moved to Cincinnati in 2010 and earned a B.S. in Psychology from Xavier University in 2014. Prior to joining the team, he worked for a small marketing and sales firm in Cincinnati.
Joe lives in Oakley and spends his free time running, attending Xavier basketball games, and watching Cleveland sports.
Client Relationship Manager
Laura joined the Executive Wealth Consulting Group in 2018. Prior to joining Stifel, Laura held various positions at UBS Financial Services, including Business Acquisition Analyst in New York City and Administrative Manager in its downtown Cincinnati office.
Born and raised in Northeast Ohio, Laura earned a B.A. in International Studies from The Ohio State University and an MBA in General Management from New York University.
Active in the community, Laura enjoys giving back to her community through organizations such as Impact100 and Give Back Cincinnati, where she serves as a board of director. She is also an avid runner and has completed the NYC marathon three times
Client Service Associate
Suzi Otte joined our team in 2019 from her previous role in human resources. Originally from northern Kentucky, Suzi attended Notre Dame Academy and then graduated from Northern Kentucky University where she earned a B.S. in entrepreneurship. She assists our team with scheduling, event planning, marketing, and other administrative support.
She is passionate about the Special Olympics and has been an active volunteer at the Winter Games for over a decade. When she is not working or serving her community, Suzi enjoys hiking, skiing, photography, and spending time with her family.
Client Service Associate