Asaf Glaich

First Vice President/Investments

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Asaf Glaich is a First Vice President with Stifel, bringing more than two decades of experience in the investment industry to his clients. He joined Stifel in 2021 and began his financial services career in 1999, spending over 20 years with Merrill Lynch before transitioning to Stifel.

Asaf holds a degree in Marketing from the University of Houston and maintains multiple industry licenses, including Series 7, 9 & 10, 63, and 65, along with life, health, and variable insurance licenses.

His investment approach centers on disciplined trend-following strategies and rigorous risk management. By focusing on capturing meaningful market upside while working to avoid prolonged market downturns, Asaf aims to help clients pursue steady, long-term financial progress through changing market environments.

Max Cameau

Associate Vice President/Investments

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Max A. Cameau, CMT, ChFC^®, CRPS^™, CAP^®, CPFA^®, Associate Vice President/Investments

Stifel | Sugar Land, Texas Financial Advisor | Trend-Following Investment Strategies | Goals-Based Wealth Planning

Max A. Cameau is a financial advisor in Sugar Land, Texas, specializing in goals-based financial planning, trend-following investment strategies, and disciplined wealth management. As an Associate Vice President/Investments with Stifel, Max helps individuals, families, and business owners organize their financial lives and pursue long-term financial success through a structured and strategic approach. With more than a two decades of experience supporting clients in strategic decision-making, Max focuses on integrating financial clarity with purpose — ensuring that investment strategies and financial plans reflect what matters most to his clients.

Education and Professional Credentials

Max holds a Bachelor of Science in Electrical Engineering and a Master of Science in Energy Management from the New York Institute of Technology. He has earned multiple advanced industry designations, including:

• Chartered Market Technician (CMT)
• Chartered Financial Consultant (ChFC^®)
• Chartered Retirement Plans Specialist℠ (CRPS^™)
• Chartered Advisor in Philanthropy^® (CAP^®)
• Certified Plan Fiduciary Advisor (CPFA^®)

These credentials strengthen Max’s expertise in portfolio management, retirement planning, fiduciary guidance, and philanthropic strategy — core areas clients frequently prioritize when searching for a financial advisor in Texas.

Financial Planning Approach

Max uses a structured, goals-based methodology called DCOR — Discovery, Control, Outcome, and Risks. This process helps clients:

• Identify their financial starting point and blind spots
• Understand how personal decisions and emotions influence outcomes
• Define long-term goals and desired financial outcomes
• Manage both personal and market risks through disciplined strategy

This approach appeals to clients seeking long-term wealth planning, financial organization, and clear decision-making frameworks.

Investment Philosophy: Trend Following & Momentum

Max’s investment philosophy is rooted in trend following and momentum-based strategies, designed to:

• Capture persistent market trends
• Reduce emotional decision-making
• Apply systematic, rules-driven investment models
• Manage downside risk while allowing winners to run

These evidence-based strategies align with investors looking for disciplined portfolio management, market trend insights, and behavioral-based investment approaches.

Leadership, Community Work & Innovation

Max serves as Chair of the Houston Chapter of the New York Institute of Technology Alumni Network, helping local alumni stay connected and engaged. He is also the founder of Behind the Label, a wine education initiative offering curated wine events, portfolio recommendations, and tasting experiences. Max holds the WSET Level 2 Award in Wines, further enriching his ability to educate and guide enthusiasts and wine professionals. Additionally, Max is a U.S. Patent Holder for the Cascaded Steam Temperature Control Applied to a Universal Pressure Boiler (Patent No. 5,279,263), reflecting his background in engineering, innovation, and problem-solving.

Personal Interests

Outside of his professional work, Max enjoys reading, traveling, watching films, and exploring the world of wine. His passion for continuous learning and culture further enhances his relationship-based approach with clients.