Asaf Glaich
First Vice President/Investments
7133242207
Asaf joined Stifel in 2021 after serving more than 20 years with Merrill Lynch. Over the past two decades, he has worked on wealth management strategies that serve as a compass for high-net-worth families to help them pursue their financial goals while also organizing their personal financial lives. He has also earned the Chartered Retirement Planning Counselor℠ designation, which covers issues surrounding a client’s financial needs before and after retirement, including sources of retirement income, personal savings, taxes, estate planning, and more.
Asaf supports several charitable organizations, including Heroes on the Water, which helps wounded veterans relax, rehabilitate, and reintegrate through alternative therapeutic programs. He also supports several other charities and schools in Houston and Israel.
Asaf is a veteran of the Israeli Defense Force, where he served for three years. After his service, he settled in Houston with his wife, Adrienne. He and his wife are currently raising three children: two boys and a girl. He coached his two sons’ little league baseball teams and is now learning the intricacies of raising a little girl. Outside the office, he enjoys cheering on Houston sports teams, especially the Astros and Texans. He also loves hiking and traveling when time allows.
Max Cameau
Associate Vice President/Investments
7133242213
Max is committed to helping his clients pursue their goals by providing the guidance, strategies, and services needed to integrate and simplify their professional and personal financial lives.
Max has been assisting individuals with their strategic goals for more than a decade. He graduated from the New York Institute of Technology and earned the Certified Plan Fiduciary Advisor, Chartered Retirement Plans SpecialistSM, and Chartered Advisor in Philanthropy® designations. He believes he has the knowledge and tools necessary to help clients articulate and navigate their highest aspirations for themselves, their family, and society.
Max employs a goals-based process that is designed to address the principles of long-term wealth accumulation, preservation, and transfer: Discovery, Control, Outcome, and Risks (DCOR). In the Discovery phase, he helps clients gather necessary information to enable them to determine their current financial state, financial blind spots, and if their finances are aligned with their life priorities. During the Control phase, clients discuss the elements of a financial strategy and how it can be influenced by client decisions and emotions.
Next, Max will help define the desired Outcome for each client based on individual goals, and finally, delineate the Risks for the client, including personal risk versus market risks. Max is committed to organizing his clients’ financial lives and ensuring they align their finances to their life priorities.
Max is a proud U.S. Patent Holder of the Cascaded Steam Temperature Control Applied to a Universal Pressure Boiler – patent number: 5,279,263. Outside the office, he enjoys reading, watching movies, traveling, and is a wine enthusiast (current holder of the WSET Level 2 award, a beginner- to intermediate-level qualification exploring wines).
Ellen Harless
Registered Client Service Associate
7133242209
With more than 30 years of financial industry experience, Ellen is a proven problem-solver and has demonstrated a talent for interacting well with clients. When timely answers are needed on account questions, she is often the first stop for financial advisors and clients alike.