As Managing Director of Asset Management at WealthStone, Brian Stertzer brings to his work a diverse history of financial experience, along with a demonstrated track record in financial planning and wealth management. A key member of the executive team at WealthStone, Mr. Stertzer leads the Asset Management division and puts together diversified portfolios for clients of high net worth. Employing a “managed capture” investment philosophy that emphasizes preservation as well as growth, Brian Stertzer and his colleagues handle more than $500 million in assets for individuals, families, nonprofits, and charitable foundations.
Aside from his responsibilities at WealthStone, Mr. Stertzer plays an integral role in a variety of regional and national charities, notably serving as a Trustee for the Fellowship of Christian Athletes, volunteering with the Hilton Head Island Rotary Club, and running the True North Foundation, an organization he launched in 1998. When not involved in these endeavors, Brian Stertzer enjoys spending time with his family, playing tennis and golf, and coaching youth baseball and basketball teams.
Before assuming his present responsibilities at WealthStone, Mr. Stertzer spent two years as President of Dawson Resources, where he built revenues from $10 million to $17 million in his first 16 months with the company. Previously, Brian Stertzer served as Interim CEO of Bible Literature International and Administrative Elder of Christian Fellowship Church; consulted with Adecco Personnel Services; and owned and operated Adia Personnel Services in Columbus, Ohio. A Certified Public Accountant, Mr. Stertzer began his career in the Audit Department at Ernst & Young after graduating magna cum laude from Capital University with a B.A. in Accounting.