Robert William Elzholz

Robert William Elzholz

No más puestos en curso

Finance
Consumer Services

Perfil

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.

Antiguos cargos conocidos de Robert William Elzholz.

EmpresasCargoFin
Analyst-Equity 01/04/2019
Ver el detalle de la experiencia de Robert William Elzholz.

Formación de Robert William Elzholz.

DeVry University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Robert William Elzholz.

Relaciones

10

Relaciones de 1er grado

2

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Robert William Elzholz