GOELZER INVESTMENT MANAGEMENT - Key Persons
Job Titles:
- Member of the CFA Institute
- Senior Wealth Advisor
Adrian is a member of the CFA Institute and CFA Society of Indianapolis. He is active in Zionsville Century Club. He is a past member of Toastmasters. Adrian also has served as a youth baseball coach for the past three years.
Job Titles:
- Office Manager & IT Specialist
Job Titles:
- Client Services Associate
Job Titles:
- Managing Director, Private Client
Job Titles:
- Institutional Operations Coordinator
Job Titles:
- Associate Portfolio Manager
Job Titles:
- Managing Director, Institutional Advisory Services
- Managing Director, Institutional Advisory Services / Managing Director, Institutional Advisory Services
Job Titles:
- Senior Consultant, Government / Public Plans
We are pleased to announce that Gavin W. Stephens, CFA will serve as the firm's Chief Investment Officer effective January 1st. As CIO, Gavin will lead our Investment Management team, […]
Job Titles:
- Senior Client Services Associate
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
Job Titles:
- Chief Executive Officer
- Member of the CFA Institute
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Job Titles:
- Senior Manager, Portfolio Operations & Information Technology
Job Titles:
- Senior Partner
- Member of the Indiana School of Medicine Planned Giving Committee
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Jeffrey A. Bush - Chief Compliance Officer, Chief Legal Officer
Job Titles:
- Chief Compliance Officer
- General Counsel
Job Titles:
- Client Services Associate
- Member of the Indianapolis Chapter of Indianapolis Women Leaders
Megan is an active member of the Indianapolis Chapter of Indianapolis Women Leaders.
Job Titles:
- Director of Wealth Planning, Senior Wealth Advisor
Job Titles:
- Associate Portfolio Manager
- Trading Manager
Job Titles:
- Senior Manager, Client Services
Job Titles:
- Director of Strategic Partnerships
- Trustee for the Indiana Chapter of the Nature Conservancy
Suzy is currently a trustee for the Indiana Chapter of The Nature Conservancy as well as a member of the United Way Tocqueville Society. She is also an Associate member of The Children's Museum Guild. Suzy is affiliated with Kappa Kappa Gamma and Tri-Kappa.