Profil
Mr. Stefan Meierhofer, is President, Chief Executive Officer & Chief Investment Officer at Telos Capital Management, Inc. He provides overall leadership and management of the firm.
As Chief Investment Officer, Mr. Meierhofer leads the firm’s experienced investment management team and is responsible for the development and implementation of our disciplined investment process.
He is an industry veteran with almost 30 years of investment management experience and is actively involved in providing investment advice to clients and helping them implement strategies to reach their financial and lifestyle goals.
Prior to becoming President and CEO at Telos, Mr. Meierhofer was the Managing Partner of A&M Investment Management, the predecessor firm of Telos Capital Management, Inc. He joined the firm in 1997 from Spelman & Co., Inc., a San Diego based brokerage firm, where he was a Securities Trader and Market Maker in select NASDAQ stocks.
Prior to that, he joined LGT Bank in Liechtenstein AG as Equity Trading Manager, and Bank Oppenheim Switzerland AG as an Institutional Sales Representative.
Mr. Meierhofer earned his degree in Banking and Finance in 1981.
He holds CFA, CFP and AIF designations.
Postes actifs de Stefan Meierhofer
| Sociétés | Poste | Début |
|---|---|---|
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Directeur Général | 17/06/2009 |
Anciens postes connus de Stefan Meierhofer
| Sociétés | Poste | Fin |
|---|---|---|
| Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) | Corporate Officer/Principal | - |
LGT Bank AG
 LGT Bank AG Investment ManagersFinance LGT Bank AG specializes in the wealth management and money market and lending business. The bank provides asset management, professional advisory services and private banking to its private and institutional clients. It offers various deposit accounts such as savings accounts, retirement savings accounts, investment savings account, and time deposits and a range of loan products including variable and fixed-rate mortgages for real estate, collateral lending and complex lending. LGT Bank was founded in 1920 and is headquartered in Vaduz, Liechtenstein. | Corporate Officer/Principal | - |
| Spelman & Co., Inc. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Finance |
| Spelman & Co., Inc. | Finance |
| Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) | Finance |
LGT Bank AG
LGT Bank AG Investment ManagersFinance LGT Bank AG specializes in the wealth management and money market and lending business. The bank provides asset management, professional advisory services and private banking to its private and institutional clients. It offers various deposit accounts such as savings accounts, retirement savings accounts, investment savings account, and time deposits and a range of loan products including variable and fixed-rate mortgages for real estate, collateral lending and complex lending. LGT Bank was founded in 1920 and is headquartered in Vaduz, Liechtenstein. | Finance |
