Goelzer Expands Services with Addition of Brett Stehl CFA®, CAIA as Institutional Consultant
INDIANAPOLIS, IN – May 31, 2022 – Goelzer Investment Management, an Indianapolis-based investment firm, is proud to announce that Brett Stehl has joined the firm to enhance Goelzer’s services to institutions in Illinois, Missouri, and Wisconsin.
“Goelzer is passionate about protecting and growing the assets of associations, foundations, college endowments, non-profits, and other small to mid-sized institutional investors so that they can focus on what they do best,” said Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer. “Brett exemplifies the Goelzer way—he has demonstrated an unparalleled commitment to his clients and their missions. We view each relationship as one of total partnership, where we delve into the deeper issues of the organization to help deliver successful results and Brett embodies this philosophy.”
Over the past decade, Brett has served as a primary advisor to institutions with assets under advisement up to $250 million. A Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA), Brett has extensive investment management expertise, having served in a variety of roles including as a traditional and alternative investments portfolio manager. Brett began his career after graduating Magna Cum Laude with a major in Finance and a minor in Accounting from Southern Illinois University.
“Goelzer has demonstrated a commitment to building superior capabilities that enable institutional clients to succeed in their mission and that has translated into significant growth for the firm,” said Brett. “It is clear the firm occupies a unique position in the marketplace—especially the Midwest—and I am excited to help the team continue on its impressive trajectory.”
“For decades, we have served clients across the country from our headquarters here in Indianapolis. Adding Brett to our team not only enhances our strong institutional capabilities, but this also represents a significant step forward in the continued growth of our firm,” said Gregory W. Goelzer, Chief Executive Officer of Goelzer. “The assets entrusted to us to manage have virtually quadrupled over the past decade, and our continued growth enables us to enhance our services, invest in the continued development of our colleagues, and engage even more in the communities in which we live and work.”
Goelzer Investment Management provides investment management and financial planning services to institutions and high net worth private clients across 35 states. Goelzer’s Institutional Advisory Services provides specialized outsourced chief investment officer services to institutions, delivering a suite of comprehensive services designed to help organizations fulfill their missions. For more information, please visit https://goelzerinc.com/institutional-investors/.
MEDIA CONTACT:
Andrew Pourinski, Account Manager, Buttonwood Communications Group
andrew@buttonwoodpr.com
