Profil
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.
Anciens postes connus de Robert William Elzholz
Sociétés | Poste | Fin |
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Stellar Capital Management LLC
Stellar Capital Management LLC Investment ManagersFinance Founded in 2000, Stellar Capital Management LLC is a wealth management firm and registered investment advisor located in Phoenix, Arizona. The firm's principal owner is the Taddie Family Trust. Stellar Capital provides customized portfolio management services for high net-worth individuals/families and institutional investors including trusts, corporations, corporate CEOs and tribal organizations. | Analyst-Equity | 01/04/2019 |
Formation de Robert William Elzholz
DeVry University | Undergraduate Degree |
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Stellar Capital Management LLC
Stellar Capital Management LLC Investment ManagersFinance Founded in 2000, Stellar Capital Management LLC is a wealth management firm and registered investment advisor located in Phoenix, Arizona. The firm's principal owner is the Taddie Family Trust. Stellar Capital provides customized portfolio management services for high net-worth individuals/families and institutional investors including trusts, corporations, corporate CEOs and tribal organizations. | Finance |