Brett Stehl's Location
St. Louis, MO, US
Brett Stehl's Work
- Institutional Consultant @ Goelzer Investment Management
- Institutional Advisor @ Creative Planning
- Advisory Invesment Analyst @ Benjamin F. Edwards
- Research Analyst @ Summit Strategies Group
- Research Analyst @ Hammond Associates
Brett Stehl's Education
- Southern Illinois University, Carbondale
Bachelor’s Degree (Accounting and Finance)
2004 - 2007 - CAIA Association
Chartered Alternative Investment Analyst
- CFA Institute
Chartered Financial Analyst
Brett Stehl's Skills
- Fixed Income Analysis
- Portfolio Management
- Alternative Investments
- Investment Research
- Asset Allocation
- Microsoft Excel
- Separately Managed Accounts
- Leadership
- Microsoft Office
- Due Diligence
Brett Stehl's Summary
Brett Stehl, based in St. Louis, MO, US, is currently a Institutional Consultant at Goelzer Investment Management, bringing experience from previous roles at Creative Planning Inc., Benjamin F. Edwards & Co., Summit Strategies Group and Hammond Associates. Brett Stehl holds a 2004 - 2007 Bachelor’s Degree in Accounting and Finance @ Southern Illinois University, Carbondale. With a robust skill set that includes Fixed Income Analysis, Portfolio Management, Alternative Investments, Investment Research, Asset Allocation and more, Brett Stehl contributes valuable insights to the industry. Brett Stehl has 3 emails and 1 mobile phone number on RocketReach.
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