Our Team
The Hoover Billings Advisory Group exists to build lifelong relationships with clients. We help them develop and implement investment strategies through a disciplined investment process.
We strive to intimately understand client goals and desires to better create investment strategies to help our clients pursue their goals.
We understand that building net worth involves not only accumulating and growing assets, but also, most importantly, mitigating the risks that come with it. We believe risk mitigation and growth results from using time-tested investment principles, analysis, and discipline to implement customized portfolios through our asset allocation strategy.
Investing is about pursuing your objectives. The most important aspect of building an investment portfolio is listening to you and getting to know you – that way we can help you design a portfolio that reflects your attitude about risk, time horizon, tax situation, family considerations, and goals.
We are passionate about wealth management and the role we play in our clients’ lives. Our investment philosophy is derived from decades of investment planning experience and extensive education.
Asset allocation does not ensure a profit or protect against loss. Neither Stifel nor its affiliates offer legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation
Hoover Billings Advisory Group
N. David Hoover, AIF, CIMA, MBA
Senior Vice President/Investments
With more than 35 years of experience in the investment industry, David is well versed in all facets of equity and fixed income investment planning. He earned an MBA from St. Mary’s College and a B.S. in Business Administration from California State University-Chico. He also holds the Certified Investment Management Analyst™ and Accredited Investment Fiduciary® designations.
Mason Billings
Associate Vice President/Investments
Mason began his investment industry career at Stifel in 2015. He specializes in fixed income strategies for income-oriented investors and trading for the team. His overall goal is to generate tax-advantaged income for high-net-worth and ultra-high-net-worth investors.
Mason earned a B.S. in Business Administration with a Concentration in Financial Management and holds Series 7 and 66 securities licenses.
Neither Stifel nor its affiliates offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Grant Johnson
Portfolio Analyst
Grant began his investment industry career at Stifel in 2023. His responsibilities include marketing for the team, facilitating the wealth planning process, and assisting the team on a day-to-day basis.
Grant holds Series 7 and 66 securities licenses.
Malerie Keane
Senior Registered Client Service Associate
Malerie brings nearly 45 years of financial services industry experience to the Hoover Billings Advisory Group. She began her career as an administrative assistant and later worked in the private client group of a Boston-based wealth management firm before moving to San Francisco. She joined Stifel in 2014.
Malerie earned a B.A. from the University of California and holds Series 7 and 63 securities licenses. Malerie is actively involved in a variety of charitable community organizations and is a member of the UCLA Bay Area alumni.
Katie Oberbruner
Senior Registered Client Service Associate
Katie began her career with the Stone & Youngberg Municipal Sales Group in 2002 before joining the private client group in 2005. She joined Stifel in 2011 upon its acquisition of Stone & Youngberg. Within the group, Katie maintains client service activities, including account setup, maintenance, and client communications.
She earned a B.A. in World Arts and Cultures from UCLA and holds Series 7 and 63 securities licenses.