Brad A. Stelzer, CFA, Investment Counselor

Brad has been with the firm for 14 years, having joined in 2004 directly 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 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.