![Brad A. Stelzer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brad A. Stelzer
Analista-Rendimento Fisso presso
Joel R. Mogy Investment Counsel, Inc.
Profilo
Mr. Brad A. Stelzer, CFA, is a Vice President at Joel R.
Mogy Investment Counsel, Inc. Since joining the firm in 2004, he has been involved in every aspect of investment counseling, including developing investment policy and strategy, portfolio management, equity and fixed income research, trading and financial planning.
Mr. Stelzer earned a Bachelor of Arts degree in Economics from Stanford University and in 2006 earned the Chartered Financial Analyst designation.
He is a member of the CFA Society of Los Angeles.
Posizioni attive di Brad A. Stelzer
| Società | Posizione | Inizio |
|---|---|---|
Joel R. Mogy Investment Counsel, Inc.
 Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Analista-Rendimento Fisso | 01/01/2004 |
Formazione di Brad A. Stelzer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Joel R. Mogy Investment Counsel, Inc.
Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
