Washington Crossing Advisors is an investment advisory program offered through Stifel, Nicolaus & Company, Incorporated.

The WCA team has been successful in helping individual and institutional investors build wealth for nearly 20 years.

Prior to joining Stifel, the team was responsible for macro-level investment strategy and providing guidance on asset allocation, financial markets, and economics to Ryan Beck & Company's network of financial consultants.  Today, the group continues to offer portfolio management services, advice, and guidance to Stifel's financial advisors and clients through the firm's Private Client Group.

Kevin R. Caron
Portfolio Manager
Market Strategist

Mr. Caron serves as portfolio manager and co-founder of Stifel Nicolaus' Washington Crossing Advisors program, and has been responsible for developing many of the processes used in managing the WCA programs. Kevin also serves as a market strategist for Stifel's Private Client Group and routinely comments for a variety of local and nationally syndicated media outlets, notably CNBC, Fox Business, Bloomberg, The Wall Street Journal, Reuters, Forbes, and Dow Jones.

Mr. Caron began his career in 1992 in the research department at Gruntal & Company. He later served as a buy-side analyst and market strategist for Ryan Beck & Co. and Stifel Nicolaus’ Private Client Group.

In 1991, Mr. Caron earned his Bachelor of Science Degree from Seton Hall University, where he majored in Economics. Mr. Caron brings 20 years of combined research, investment advisory, and investment strategy expertise to the WCA platform.

Chad A. Morganlander
Portfolio Manager

Mr. Morganlander serves as co-portfolio manager and co-founder of Washington Crossing Advisors' portfolio strategies. Mr. Morganlander has been responsible for day-to-day portfolio management across each of the group's investment advisory programs since the group's inception. Mr. Morganlander has held several investment advisory and analyst positions for Stifel and predecessor firms, including Ryan, Beck & Company and Gruntal & Company. Mr. Morganlander began his career in 1992 at Lehman Brothers.

Mr. Morganlander graduated from Ramapo College, where he received his Bachelor of Arts Degree in Finance and International Business. He brings over 20 years of financial market, investment advisory, and portfolio management experience to the WCA platform.

Mr. Morganlander regularly comments for various media outlets, including Bloomberg, CBS radio, Fox News, The Wall Street Journal Radio, and Reuters.

Matthew J. Battipaglia
Analyst

Mr. Battipaglia serves as a financial analyst for Stifel Nicolaus’ Washington Crossing Advisors program, providing thorough analysis of possible investment opportunities and supporting the daily operations of the group.

Mr. Battipaglia began his career in 2005 as an Operations analyst at SEI Investments Company and more recently was a Tax Reporting associate with Janney Montgomery Scott.

In 2005, Mr. Battipaglia earned his Bachelor of Arts Degree in Economics from Dartmouth College and, in 2011, earned his Master of Business Administration from Drexel University.

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In Memoriam
Joseph V. Battipaglia

Stifel Nicolaus, the Washington Crossing Adivsors team, and the entire financial services industry lost one of its most valued and recognizable figures when Joseph V. Battipaglia passed away very suddenly in 2011. Joe was the Chief Investment Officer and public face of Stifel’s Washington Crossing Advisors team, and served as market strategist for Stifel Nicolaus’ Private Client Group.

Joe Battipaglia was known for his calm presence and deep institutional knowledge of Wall Street, the economy, and securities markets. Joe was a man of exceptional intellect, integrity, and character. He was also an esteemed colleague, friend, and mentor of Kevin Caron and Chad Morganlander, who will continue the WCA mission serving the needs of investors.

Joe’s wisdom and experience were instrumental in developing not only Washington Crossing's investment strategies, but also in assembling the team of talented and dedicated professionals who have long been critical to Washington Crossing’s decision-making process. Kevin Caron and Chad Morganlander worked closely with Joe for more than 20 years, including the last 10 as Portfolio Managers with day-to-day responsibility for asset allocation and security analysis and selection.