Profil
Mr. Keith Stoloff is a Senior Portfolio Manager at Emerald Asset Advisors LLC.
He joined the firm in 2007.
He also operates his own investment advisory business (Stoloff Investment Advisory Services) for wealthy families and high net worth individuals.
In this capacity, he designs customized investment strategies and holistic wealth management solutions for selected clients.
Prior to forming his own investment advisory business, he held numerous portfolio management and financial consulting roles at several institutions including Raymond James Associates, Great Western Financial Securities and Citicorp Investments.
He also holds an extensive array of professional designations, including: Certified Investment Management Analyst, Certified Investment Management Consultant, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Chartered Mutual Fund Counselor and Chartered Retirement Plan Counselor.
Mr. Stoloff is a graduate of the University of South Florida, where he earned a degree in Finance in 1987.
Anciens postes connus de Keith Stoloff
| Sociétés | Poste | Fin |
|---|---|---|
| Raymond James Benelux | Corporate Officer/Principal | 31/12/2006 |
Great Western Financial Corp. (California)
 Great Western Financial Corp. (California) Financial ConglomeratesFinance Great Western Financial Corp. operates as a holding company. It offers products which include savings accounts, CDs and mortgage loans as well as checking accounts, credit cards, asset management, investment advice, mutual funds, consumer finance and insurance sales through its subsidiaries. The company is headquartered in Chatsworth, CA. | Corporate Officer/Principal | - |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Emerald Asset Advisors LLC
 Emerald Asset Advisors LLC Investment ManagersFinance Founded in 1998 by Robert Isbitts, Emerald Asset Advisors LLC is a registered investment advisor firm located in Weston, Florida. The firm is a subsidiary of Running Rebel Consulting LLC. | Gestionnaire de Portefeuille-Actions | - |
Formation de Keith Stoloff
| University of South Florida | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Finance |
Great Western Financial Corp. (California)
Great Western Financial Corp. (California) Financial ConglomeratesFinance Great Western Financial Corp. operates as a holding company. It offers products which include savings accounts, CDs and mortgage loans as well as checking accounts, credit cards, asset management, investment advice, mutual funds, consumer finance and insurance sales through its subsidiaries. The company is headquartered in Chatsworth, CA. | Finance |
| Raymond James Benelux | Finance |
Emerald Asset Advisors LLC
Emerald Asset Advisors LLC Investment ManagersFinance Founded in 1998 by Robert Isbitts, Emerald Asset Advisors LLC is a registered investment advisor firm located in Weston, Florida. The firm is a subsidiary of Running Rebel Consulting LLC. | Finance |