People
Joel R. Mogy, CFA
Brad A. Stelzer, CFA
Tom Crecelius, MBA Daniel A. Inlender The JMIC Team
Brad A. Stelzer, CFA, Vice President
Brad joined the firm in 2004 after graduating from Stanford University. Over the course of his career, Brad 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. Brad is a member of the Firms’ management committee.
Brad 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.