John Stoltzfus Email and Phone Number
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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
Oppenheimer & Co. Inc.
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Managing Director, Chief Investment StrategistOppenheimer & Co. Inc. Apr 2012 - PresentNew York, Ny, Us -
Adjunct ProfessorNyu Scps, Leadership & Human Capital Management Department Jan 2008 - PresentTeach 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. -
Director, Senior Market StrategistTiconderoga Securities Llc Sep 2009 - Sep 2010New York, New York, UsPublished 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 -
Senior Market Strategist At LargeAt Liberty Apr 2009 - Sep 2009Between 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.
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Director, Senior Market StrategistBank Of America Sep 2003 - Mar 2009Charlotte, Nc, UsBank 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 -
Vp&Mgr International Equity Mktg /Group Head Domestic Eq MktgMorgan Stanley 1996 - 2003New York, Ny, UsDeveloped tactical and market strategies to create actionable ideas utilizing U.S. and Global equity research, global strategy and economic research.
John Stoltzfus Skills
John Stoltzfus Education Details
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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.
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