Managing Director, Asset Management at WealthStone, Inc.
WealthStone, Inc.
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Certified Financial Planner/Certified Public Accountant Brian Stertzer maintains more than 35 years of experience in the financial and business development fields. Involved with Columbus, Ohio-based WealthStone, Inc., on and off since 1983, he helped launch the boutique wealth manager’s asset management divisio… Read More
Certified Financial Planner/Certified Public Accountant Brian Stertzer maintains more than 35 years of experience in the financial and business development fields. Involved with Columbus, Ohio-based WealthStone, Inc., on and off since 1983, he helped launch the boutique wealth manager’s asset management division in 1984. In 2006, he rejoined WealthStone as Managing Director of the Asset Management unit, which he directs from the firm’s satellite office in Hilton Head, South Carolina. Brian Stertzer currently oversees portfolio management, investment research, strategy development, and asset allocation for more than 300 high-net-worth individuals, foundation, and endowments located across the United States. He applies a managed capture philosophy to his clients’ investment operations.

Brian Stertzer earned a Bachelor’s degree in Accounting from Capital University in Columbus, Ohio, before working in finance. Early in his career, he served as an accountant at Ernst & Ernst, now Ernst & Young, and Lowrimore, Warwick & Co. From the late 1980s to late 1990s, he owned and operated Adia Personnel Services, which he grew into one of the largest independent staffing agencies within the Midwest. Adecco USA purchased Adia Personnel Services in 1997.

Currently, Brian Stertzer balances his demanding career with nonprofit work. He maintains active involvement in the Hilton Head Island Rotary Club in South Carolina and he servesp on the board of the South Coastal Fellowship of Christian Athletes. Read Less
Managing Director, Asset Management
WealthStone, Inc.
Columbus, OH
Hilton Head, SC
Oct 1, 1983-Present
Responsibilities: Directing asset management team in all aspects of portfolio management. Strategic asset allocation, tactical asset allocation and securities selection.

Achievements: Serving over 300 clients… Read More
Managing Director, Asset Management
WealthStone, Inc.
Columbus, OH
Hilton Head, SC
Oct 1, 1983-Present
Responsibilities: Directing asset management team in all aspects of portfolio management. Strategic asset allocation, tactical asset allocation and securities selection.

Achievements: Serving over 300 clients throughout the United States comprised of individuals, foundations and endowments. Read Less
Capital University
Columbus, OH
BA/Accounting/Economics
Jan 1, 1975-May 1, 1978

North Carolina State University
Raleigh, NC
Aug 1, 1974-Dec 1, 1974
No Degree
Achievement: Varsity baseball player on full scholarship
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