John Anthony Stolzfus
Stratège de marché chez Oppenheimer & Co., Inc. (Wealth Management)
Profil
Presently, John Anthony Stolzfus holds the position of Managing Director & Chief Investment Strategist at Oppenheimer & Co., Inc. (Wealth Management).
He is a veteran of the financial services industry with over thirty years of experience in the financial markets, his work emphasizes inter-market analysis of multiple asset classes, combined in global market strategies.
In the past Mr. Stolzfus held the position of Senior Market Strategist at Bank of America NA (New York Branch), Vice President at Morgan Stanley & Co. LLC, Director & Senior Market Strategist at Ticonderoga Securities LLC and Senior Market Strategist at Merrill Lynch, Pierce, Fenner & Smith, Inc.
He received an undergraduate degree from Colgate University.
Postes actifs de John Anthony Stolzfus
| Sociétés | Poste | Début |
|---|---|---|
Oppenheimer & Co., Inc. (Wealth Management)
 Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions. | Stratège de marché | 01/04/2012 |
Anciens postes connus de John Anthony Stolzfus
| Sociétés | Poste | Fin |
|---|---|---|
Ticonderoga Securities LLC
 Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | Stratège de marché | 31/03/2012 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Stratège de marché | - |
Formation de John Anthony Stolzfus
| Colgate University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | Finance |
Oppenheimer & Co., Inc. (Wealth Management)
Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
