The West Group
Shane R. Stein
CPFA
CPFA
Managing Director/Investments
2147069472
Shane joined Stifel in 2020 after working at Merrill Lynch, Pierce, Fenner & Smith – a wholly owned subsidiary and the primary wealth and investment management brokerage operating arm of Bank of America – since 2008. While at Merrill Lynch, Shane initially co-founded the West Group and attained the title of Managing Director – Wealth Management Advisor. He began his financial services career in 2007 as an analyst at Rich Capital, LLC. Shane holds Series 7, 63, and 65 securities licenses, as well as the Certified Plan Fiduciary Advisor® designation through the National Association of Plan Advisors. He earned a B.A. in History from the University of Pennsylvania and an MBA with concentrations in Marketing and Operations Management from the Wharton School at the University of Pennsylvania.
Shane focuses on formulating multigenerational wealth strategies, developing customized retirement and philanthropic planning approaches, and helping clients manage plans across the investment spectrum. He also focuses on business strategies for clients and is the team’s primary liaison to Stifel’s investment bank. Depending on the client’s situation, he may employ a “home run bucket” approach, which entails keeping the vast majority of assets in traditional nest egg investments and diversifying a smaller portion into mid cap, small cap, and micro-cap companies with the potential to “hyper grow” into attractive long-term profitability, all while keeping a keen eye on the client’s specific risk profile.
Born and raised in Dallas, Shane now lives in North Dallas with his wife, Tracey, and their three daughters. He is an Eagle Scout, a board member of Hillels of North Texas, an advisory board member of robotics start-up Now Cuisine, a longtime prior board member and giving society chair of the Jewish Federation of Greater Dallas, an alumnus of the Zin Leadership Fellows Program of Israel’s Ben-Gurion University of the Negev and of the Jewish Federations of North America’s National Young Leadership Cabinet, and actively involved at his synagogue.
In his free time, Shane enjoys multiple artistic pursuits, including executive producing both the feature film Adventures in Game Chasing and the LP record Crest by Texas singer-songwriter Barton Stanley David, both released in 2022. In 2024, Shane published his own classical music composition “Intercontinental Wedding Theme,” a piece for piano and string quartet, followed in 2026 with “Jumping Back Brass,” an orchestral horn-driven jazz-rock piece. His pop song “Sleepytime,” as performed by The Lullaby Brothers, attained semifinalist recognition in the 2025 International Songwriting Competition. He has also been a theater producer, a published freelance writer, and a contributing author to books on 1980s and 1990s video games.
Diversification does not ensure a profit or protect against loss.
Shane focuses on formulating multigenerational wealth strategies, developing customized retirement and philanthropic planning approaches, and helping clients manage plans across the investment spectrum. He also focuses on business strategies for clients and is the team’s primary liaison to Stifel’s investment bank. Depending on the client’s situation, he may employ a “home run bucket” approach, which entails keeping the vast majority of assets in traditional nest egg investments and diversifying a smaller portion into mid cap, small cap, and micro-cap companies with the potential to “hyper grow” into attractive long-term profitability, all while keeping a keen eye on the client’s specific risk profile.
Born and raised in Dallas, Shane now lives in North Dallas with his wife, Tracey, and their three daughters. He is an Eagle Scout, a board member of Hillels of North Texas, an advisory board member of robotics start-up Now Cuisine, a longtime prior board member and giving society chair of the Jewish Federation of Greater Dallas, an alumnus of the Zin Leadership Fellows Program of Israel’s Ben-Gurion University of the Negev and of the Jewish Federations of North America’s National Young Leadership Cabinet, and actively involved at his synagogue.
In his free time, Shane enjoys multiple artistic pursuits, including executive producing both the feature film Adventures in Game Chasing and the LP record Crest by Texas singer-songwriter Barton Stanley David, both released in 2022. In 2024, Shane published his own classical music composition “Intercontinental Wedding Theme,” a piece for piano and string quartet, followed in 2026 with “Jumping Back Brass,” an orchestral horn-driven jazz-rock piece. His pop song “Sleepytime,” as performed by The Lullaby Brothers, attained semifinalist recognition in the 2025 International Songwriting Competition. He has also been a theater producer, a published freelance writer, and a contributing author to books on 1980s and 1990s video games.
Diversification does not ensure a profit or protect against loss.
Mauro Marquez
CIMA, CPWA
CIMA, CPWA
Senior Vice President/Investments
2149397632
Mauro began his investment industry career in 2010 and came to Stifel in 2026. He spent more than nine years at Neuberger Berman, where he worked closely with high-net-worth clients to create customized investment strategies that align with their unique financial goals. After this, Mauro moved to Texas Capital Private Bank, where he helped structure investment plans and develop tax-efficient strategies for entrepreneurs, closely held businesses, and corporate executives.
Mauro earned a B.B.A. in Finance from The University of Texas at Arlington and later attained an MBA from Southern Methodist University. He also holds Series 7, 63, and 65 securities licenses in addition to the Certified Private Wealth Advisor® and Certified Investment Management Analyst® designations through the Investments & Wealth Institute.
Mauro is known for his thoughtful approach and the high level of personal attention he gives to his clients. He is dedicated to helping his clients navigate the ever-changing markets while protecting, growing, and transferring wealth across generations.
Mauro resides in North Dallas with his wife, Monica, and he is passionate about serving his community. He has helped form a non-profit in South Dallas that focused on mentoring high school students. Mauro has served as a mentor to students for many years and was also elected to form part of the 2023 Emerging Leaders in Philanthropy cohort at Communities Foundation of Texas.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Mauro earned a B.B.A. in Finance from The University of Texas at Arlington and later attained an MBA from Southern Methodist University. He also holds Series 7, 63, and 65 securities licenses in addition to the Certified Private Wealth Advisor® and Certified Investment Management Analyst® designations through the Investments & Wealth Institute.
Mauro is known for his thoughtful approach and the high level of personal attention he gives to his clients. He is dedicated to helping his clients navigate the ever-changing markets while protecting, growing, and transferring wealth across generations.
Mauro resides in North Dallas with his wife, Monica, and he is passionate about serving his community. He has helped form a non-profit in South Dallas that focused on mentoring high school students. Mauro has served as a mentor to students for many years and was also elected to form part of the 2023 Emerging Leaders in Philanthropy cohort at Communities Foundation of Texas.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Laura (Laurie) Cox
Client Service Associate
2147069459
Laurie joined Stifel and The West Group in 2022, having spent more than three decades in the financial services industry in a variety of roles, most recently as Executive Assistant to the Managing Director and Office Management Team at JPMorgan Securities. Prior to this, she worked in the Order Room and Operations Department at Bear Stearns & Co. (which was acquired by JPMorgan in 2009), supporting financial advisors and the institutional equity and municipal bond trading desks.
Laurie is committed to building and enhancing the team’s client service model and believes that listening, understanding, and having a great attitude are all vital elements to maintaining an outstanding client experience.
Laurie was born and raised in Dallas and now lives in Rockwall, Texas. Her favorite time is spent with family and friends and her dog, Rosie. She also enjoys gardening, reading, and traveling.
Laurie is committed to building and enhancing the team’s client service model and believes that listening, understanding, and having a great attitude are all vital elements to maintaining an outstanding client experience.
Laurie was born and raised in Dallas and now lives in Rockwall, Texas. Her favorite time is spent with family and friends and her dog, Rosie. She also enjoys gardening, reading, and traveling.
Bethany Rojanasupya
Client Service Associate
2149397630
Bethany began her career in the investment industry in 2020 and is dedicated to helping support clients and contributing to a positive service experience.
Outside of the office, Bethany enjoys staying active through dance and spending time watching sporting events, with a particular passion for the Los Angeles Dodgers. She is also an avid animal lover and enjoys life with her two cats, Leia and All Might, who keep her entertained and busy at home.
Outside of the office, Bethany enjoys staying active through dance and spending time watching sporting events, with a particular passion for the Los Angeles Dodgers. She is also an avid animal lover and enjoys life with her two cats, Leia and All Might, who keep her entertained and busy at home.