Broker Check
Howard Stolzer

Howard Stolzer

Funds Analyst

Mr. Howard Stolzer has worked as a registered Investment Adviser representative for over 29 years and is a member of the Reedmark Advisers Investment Committee. He has served as the Managing Principal of Stolzer Rothschild Levy LLC, a registered Investment Advisor since 2014. He is an Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS). He manages assets for corporate pensions, high net worth individuals, families, and non-profits. Mr. Stolzer has advised closely held businesses and publicly traded multi-national entities on investment management, governance, pension & ERISA matters and employee benefits. He is knowledgeable in personal wealth management and investment portfolio construction. He serves as an investment consultant to; Defined Contribution, Defined Benefit, and Non-qualified plans working with retirement plans that range in size from several million to over $1B. He served as Chief Investment Officer of a regional Employee Benefit and Brokerage firm, and served in the formation of its predecessor, for 18 years. Prior to that he worked for a national consulting firm, advising on financial management, operations and strategy. Mr. Stolzer received an MBA from Rollins College. He holds a Series 65 securities license (CRD# 1551722) and several state insurance licenses.