A resident of Hilton Head Island, South Carolina, Brian Stertzer is an accomplished entrepreneur with more than three decades of diverse experience. Currently the managing director of asset management at WealthStone, he leads the asset management team in all portfolio management aspects while handling strategic asset allocation for over 300 clients around the United States. Having previously worked with the company as a partner and contract consultant under its former name, Professional Planning Consultants, Brian Stertzer is responsible for leading the company’s investment division.
A major accomplishment is the creation and ongoing development of WealthStone's Armada multi-advisor investment solution for endowments, foundations, family offices and ultra-high-net-worth clients.
Brian Stertzer prepared for his career by earning a bachelor of arts in accounting from Capital University of Ohio and receiving designation as both a Certified Financial Planner and Certified Public Accountant. He began his career while still in school as a staff accountant for Ernst & Ernst and later went on to hold such positions as sales representative for Abbott Laboratories and sole owner of a $100MM in annual sales human resources company. Over the years, Mr. Stertzer developed a wide range of life and job skills and has become familiar with everything from leading a private charity to sitting on many non-profit boards. He is a Hilton Head Island, South Carolina resident since 2009.