John Stoltzfus

John Stoltzfus Email and Phone Number

Managing Director, Chief Investment Strategist, Oppenheimer Asset Management @ Oppenheimer & Co. Inc.
John Stoltzfus's Location
New York, New York, United States, United States
John Stoltzfus's Contact Details

John Stoltzfus work email

John Stoltzfus personal email

John Stoltzfus phone numbers

About John Stoltzfus

Specialties: Inter-Market analysis multiple asset classes. Global market strategies. Cyclical and secular trends, sectors, geopolitics, macro economics.Client and internal presentations that provide clarity and opportunity for Q&A that results in dialogue supportive to developing relationships that benefit the client, the firm and the advisory team. Institutional and Private Client perspectives. Thirty years experience in the financial markets.**Disclaimer**I would like to bring to your attention my firm's position regarding the use of LinkedIn and the posting of content, particularly third-party information: https://www.oppenheimer.com/legal/third-party-website-disclaimer.aspx

John Stoltzfus's Current Company Details
Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc.

View
Managing Director, Chief Investment Strategist, Oppenheimer Asset Management
John Stoltzfus Work Experience Details
  • Oppenheimer & Co. Inc.
    Managing Director, Chief Investment Strategist
    Oppenheimer & Co. Inc. Apr 2012 - Present
    New York, Ny, Us
  • Nyu Scps, Leadership & Human Capital Management Department
    Adjunct Professor
    Nyu Scps, Leadership & Human Capital Management Department Jan 2008 - Present
    Teach Inter-Market Analysis (industry professionals) as well as Finance for Non-Finance Professionals. Both classes are post graduate level at NYU SCPS department of finance.
  • Ticonderoga Securities Llc
    Director, Senior Market Strategist
    Ticonderoga Securities Llc Sep 2009 - Sep 2010
    New York, New York, Us
    Published Economic and Market reports with strategic commentary twice a day for internal and external professional audience.Received extensive coverage in the media- quoted over 400 times in 12 months. Also appeared numerous times on CNBC & FOX TV. Print and Internet coverage: Wall Street Journal, Dow Jones/MarketWatch, The FT (Financial Times), CNNMoney, FOX, CNBC, IBD/Investor Daily
  • At Liberty
    Senior Market Strategist At Large
    At Liberty Apr 2009 - Sep 2009
    Between strategy positions posted a blog while teaching at NYU SCPS. Presented economic and market viewpoints identifying actionable ideas in the global markets across all asset classes. Objective to help financial advisors and portfolio managers improve client market dialogue, acquire new account relationships, develop accounts and retain accounts in a competitive and highly challenging environment.
  • Bank Of America
    Director, Senior Market Strategist
    Bank Of America Sep 2003 - Mar 2009
    Charlotte, Nc, Us
    Bank of America , New York, NY September 2003 – presentDirector, Senior Market Strategist, Investment Strategies GroupDevelop tactical investment strategies, structured products and analytical tools for Bank of America's Global Wealth & Investment Management Division. Client facing, published strategy, key note speaker. Served multiple channels including: institutional clients, high-net-worth private investors, across multiple channels including: Columbia Asset Management, U.S. Trust, Premier Banking & Investments, retail brokerage advisors and other bank channels. 1) Direct report to Chief Market Strategist Joe Quinlan: Designated team spokesman on behalf of Chief Market Strategist. Key note speaker Economic & Market Outlook internal and client events2) Provide real-time analysis of global capital markets across all asset classes3) Author – daily, weekly, monthly and quarterly - internal and client-facing publications4) Maintain active conference call schedule providing updates on global economy and financial markets for advisors and public sector corporate business leaders 5) Successfully supported efforts of advisors and portfolio managers to gather assets, allocate assets and manage portfolios. Efforts helped retail and institutional salesforce acquire, develop and retain client relationships and assets 6) Traveled extensively in this role - both domestically and internationally - to present economic, market and strategic analysis to individual and groups of clients as well as conduct exploratory trips to destinations in Asia including China and Korea.7) Served on faculty of New York University teaching Inter-Market Analysis at NYU S.C.P.S.8) Presented global strategic outlook as a guest lecturer at NYU, University of South Florida and Chapman University
  • Morgan Stanley
    Vp&Mgr International Equity Mktg /Group Head Domestic Eq Mktg
    Morgan Stanley 1996 - 2003
    New York, Ny, Us
    Developed tactical and market strategies to create actionable ideas utilizing U.S. and Global equity research, global strategy and economic research.

John Stoltzfus Skills

Fluent Spanish Economics Portfolio Management Securities Investment Strategies Equities Financial Markets Analysis Capital Markets Crm Investments Leadership Asset Management Strategy Financial Advisory Investment Management Bloomberg Due Diligence Financial Services Hedge Funds Finance Market Research Asset Managment Series 7

John Stoltzfus Education Details

  • Colgate University
    Colgate University

Frequently Asked Questions about John Stoltzfus

What company does John Stoltzfus work for?

John Stoltzfus works for Oppenheimer & Co. Inc.

What is John Stoltzfus's role at the current company?

John Stoltzfus's current role is Managing Director, Chief Investment Strategist, Oppenheimer Asset Management.

What is John Stoltzfus's email address?

John Stoltzfus's email address is jo****@****pco.com

What is John Stoltzfus's direct phone number?

John Stoltzfus's direct phone number is +121290*****

What schools did John Stoltzfus attend?

John Stoltzfus attended Colgate University.

What skills is John Stoltzfus known for?

John Stoltzfus has skills like Fluent Spanish, Economics, Portfolio Management, Securities, Investment Strategies, Equities, Financial Markets, Analysis, Capital Markets, Crm, Investments, Leadership.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.