Robert William Elzholz

Robert William Elzholz

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Profiel

Mr. Robert W.
Elzholz is a Portfolio Manager at Stellar Capital Management LLC.
He began his investment career as a Financial Advisor with USAA, served as Vice President of Investments with JP Morgan Securities, then served as the Trading Investment Manager with REDW Stanley Wealth Advisors, responsible for the Phoenix operations prior to joining Stellar Capital Management in 2014.
He has worked with clients ranging from Native American Tribes, private and publicly traded companies, and individuals and families across the country.
He has over 12 years of financial industry experience.
Mr. Elzholz holds a Bachelor of Science degree in Business Technical Management from DeVry Institute.
He holds the Accredited Investment Fiduciary, the Chartered Retirement Planning Counselor and the Accredited Asset Management Specialist professional designations.

Eerdere bekende functies van Robert William Elzholz

BedrijvenFunctieEinde
Analyst-Equity 01-04-2019
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Opleiding van Robert William Elzholz

DeVry University Undergraduate Degree

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