![Brad A. Stelzer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brad A. Stelzer
Analyst-Fixed Income at
Joel R. Mogy Investment Counsel, Inc.
Profile
Mr. Brad A. Stelzer, CFA, is a Vice President at Joel R.
Mogy Investment Counsel, Inc. Since joining the firm in 2004, he has been involved in every aspect of investment counseling, including developing investment policy and strategy, portfolio management, equity and fixed income research, trading and financial planning.
Mr. Stelzer earned a Bachelor of Arts degree in Economics from Stanford University and in 2006 earned the Chartered Financial Analyst designation.
He is a member of the CFA Society of Los Angeles.
Brad A. Stelzer active positions
| Companies | Position | Start |
|---|---|---|
Joel R. Mogy Investment Counsel, Inc.
 Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Analyst-Fixed Income | 2003-12-31 |
Education of Brad A. Stelzer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Joel R. Mogy Investment Counsel, Inc.
Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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