Brian Sterz

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Consumer Services

Profile

Mr. Brian Sterz, CFA, is Investment Committee Member at EP Wealth Advisors, Inc. Prior to joining EPWA, he was a Fixed Income Investment Consultant in the Global Manager Research group at Callan Associates.
He began his career on the derivatives trading floor of the Pacific Coast Options Exchange.
Mr. Sterz has a B.A. from the University of California at Berkeley, holds the Chartered Financial Analyst designation, and is a member of the CFA Society of Los Angeles.

Former positions of Brian Sterz

Companies	Position	End
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios.	Investment Committee Member	01/05/2013
Callan LLC Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Callan LLC Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process.	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios.	Finance

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