R. Stolz

Portfolio Manager-Equities at West Financial Services, Inc.

Finance

Consumer Services

Profile

Mr. R.
J.
Stolz, CFA, is a Senior Portfolio Manager at West Financial Services, Inc. He joined West Financial Services in October 2018 as a portfolio manager.
In 2023, he was promoted to senior portfolio manager and is responsible for investment management, portfolio construction, review, and analysis for clients.
He has over 20 years of professional experience in the financial industry including investments, investment banking, and portfolio management.
He graduated from Providence College with a bachelor’s degree in Economics and from Carnegie Mellon University – Tepper School of Business with an MBA in Finance.

R. Stolz active positions

Companies	Position	Start
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Portfolio Manager-Equities	30/09/2018

All active positions of R. Stolz

Training of R. Stolz

Providence College

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	1
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Finance