Profile
Mr. John A. Stolzfus is a Managing Director & Chief Investment Strategist at Oppenheimer & Co., Inc. He is a veteran of the financial services industry with over 30 years of experience in the financial markets, his work emphasizes inter-market analysis of multiple asset classes, combined in global market strategies.
Mr. Stolzfus joined Oppenheimer as Managing Director and Chief Market Strategist in April 2012 from Ticonderoga Securities, LLC.
He received his undergraduate degree from Colgate University.
John Anthony Stolzfus active positions
| Companies | Position | Start |
|---|---|---|
Oppenheimer & Co., Inc. (Wealth Management)
Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies. | Market Strategist | 2012-03-31 |
Former positions of John Anthony Stolzfus
| Companies | Position | End |
|---|---|---|
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | 2012-03-30 |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | - |
Training of John Anthony Stolzfus
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer & Co., Inc. (Wealth Management)
Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies. | Finance |
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