Brett Stehl
Institutional Consultant at Goelzer Investment Management | St Louis, Missouri, United States
Brett Stehl’s Email & Phone Number
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Institutional Consultant at Goelzer Investment Management in May 2022 - May 2024
Institutional Advisor at Creative Planning Inc. in March 2018 - May 2022
Advisory Invesment Analyst at Benjamin F. Edwards & Co. in November 2012 - March 2018
Research Analyst at Summit Strategies Group in January 2011 - November 2012
Research Analyst at Hammond Associates in March 2008 - December 2010
Southern Illinois University, Carbondale, Bachelor’s Degree
CAIA Association, Chartered Alternative Investment Analyst
CFA Institute, Chartered Financial Analyst
With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live. Please visit our website for disclosures and other information about our firm.
Discover more about Goelzer Investment Management
Director of Goelzer Private Office and Senior Wealth Advisor at Goelzer Investment Management
Senior Investment Advisor at Goelzer Investment Management
(August 2021 – Present)
Risk & Compliance Director @ Valeo Financial Advisors, LLC
Risk & Compliance Director at Valeo Financial Advisors LLC
(June 2022 – Present)
Operations Analyst at Winthrop Capital Management | CFA Level II Candidate
Volunteer at Helping Challenged Children, Inc.
(March 2014 – Present)
President at Goelzer Investment Management
President at Goelzer Investment Management
(January 2003 – Present)
Portfolio Specialist
Portfolio Specialist at Goelzer Investment Management
(May 2023 – Present)
Institutional Operations Coordinator
Institutional Operations Coordinator at Goelzer Investment Management
(June 2022 – April 2024)
What is Brett Stehl email address?
Email Brett Stehl at [email protected] and [email protected]. This email is the most updated Brett Stehl's email found in 2026.
How to contact Brett Stehl?
To contact Brett Stehl send an email to [email protected] or [email protected].
What company does Brett Stehl work for?
Brett Stehl works for Goelzer Investment Management.
What is Brett Stehl's role at Goelzer Investment Management?
Brett Stehl is Institutional Consultant
What industry does Brett Stehl work in?
Brett Stehl works in the Financial Services industry.
