Profil
Mr. Stefan Meierhofer, CFA, is a President & Chief Executive Officer at Telos Capital Management, Inc. He provides overall leadership and management of the firm.
He is an industry veteran with over 30 years of investment management experience and is actively involved in providing investment advice to clients and helping them implement strategies to reach their financial and lifestyle goals.
He joined Bank Oppenheim Switzerland AG as an Institutional Sales Representative on the floor of the Zurich Stock Exchange.
In 1988, he joined LGT Bank in Liechtenstein AG as Equity Trading Manager.
Mr. Meierhofer earned his degree in Banking and Finance in 1981.
Postes actifs de Stefan Meierhofer
| Sociétés | Poste | Début |
|---|---|---|
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis. | Directeur Général | 17/06/2009 |
Anciens postes connus de Stefan Meierhofer
| Sociétés | Poste | Fin |
|---|---|---|
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker)
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
LGT Bank AG
LGT Bank AG Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
Spelman & Co., Inc.
Spelman & Co., Inc. Investment Banks/BrokersFinance Provides dealer-broker services | Corporate Officer/Principal | - |
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 | 4 |
|---|---|
LGT Bank AG
LGT Bank AG Investment ManagersFinance Provides wealth management services | Finance |
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis. | Finance |
Spelman & Co., Inc.
Spelman & Co., Inc. Investment Banks/BrokersFinance Provides dealer-broker services | Finance |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker)
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
















