President, CEO, and Chief Investment Officer Principal
As President and CEO of Telos Capital Management, Inc., Stefan provides overall leadership and management of the firm. As Chief Investment Officer, Stefan leads the firm’s experienced investment management team and is responsible for the development and implementation of our disciplined investment process. He is an industry veteran with over 30 years of investment management experience and is actively involved in providing investment advice to clients and helping them implement strategies to reach their financial and lifestyle goals. Stefan serves as a member of the Investment Advisory Committee (IAC) for the City of San Diego. The IAC is charged with the responsibility to review the investment policy and practices of the City Treasurer and to recommend changes when appropriate.
Born and educated in Switzerland, Stefan earned his degree in Banking and Finance in 1981, and joined Bank Oppenheim Switzerland AG as an Institutional Sales Representative on the floor of the Zurich Stock Exchange. He earned his “Swiss-Certified Banker” diploma, a rigorous 3-year program that covers all aspects of the investment and banking business, in 1987 while working full-time at the exchange. In 1988, he joined LGT Bank in Liechtenstein AG as Equity Trading Manager. As a member of their Investment Committee he was actively involved in analyzing and trading European companies and gained a broad insight into global investing.
In 1990 Stefan completed six months of educational training with various brokerage firms in New York, after which he moved to San Diego. He earned his CFA designation in 1996 and became a member of the CFA Institute and the CFA Society of San Diego, where he was Society President during their 2001-2002 fiscal year. He earned his CFP® (CERTIFIED FINANCIAL PLANNERTM) certification in 2006 and became a member of the FPA (Financial Planning Association) of San Diego. Stefan received formal training in investment fiduciary responsibility and attained the AIF ® (Accredited Investment Fiduciary) designation in 2011. He formerly held Financial Industry Regulatory Authority (FINRA) Series 3, 4, 7, 24 and 63 licenses and is fluent in English, German and speaks some French.
Prior to becoming President and CEO, Stefan was the Managing Partner of A&M Investment Management, the predecessor firm of Telos Capital Management, Inc. He joined the firm in 1997 from Spelman & Co., Inc., a San Diego based brokerage firm, where he was a Securities Trader and Market Maker in select NASDAQ stocks.
Stefan and his family live in the Del Sur area of San Diego. In his spare time, he enjoys playing tennis, traveling and reading. His true passion, however, is spending time in the mountains where he can be found trail hiking in the summer and snow skiing in the winter.