Wealthstone Armada has a vetted team of investment experts, strategists and veterans in the field.
Brian Stertzer, Managing Director, Armada
Brian Stertzer is the managing director of WealthStone Asset Management. He not only leads the asset management team, but he is also responsible for pioneering the WealthStone multi-advisor Armada solution for high-net worth individuals, family offices, endowments, and foundations.
Becca Mastroianni, Client Service Director, Armada
Kevin Kale, Director of Business Development, Armada
Kevin leads the new business development strategies at WealthStone. In addition, he works closely with high net worth and institutional clients to identify the appropriate investment and planning solutions to meet their long-term goals.
Kevin Kull, Director of Operations, Armada
Drawing from his broad range of credentials and expertise, Kevin provides daily leadership related to all aspects of WealthStone’s investment team and provides additional support to the chief investment officer.
Lee Caleshu, Director of Investments, Armada
Lee is WealthStone’s Chief Investment Officer, leading the development and maintenance of the strategic investment program that makes WealthStone so unique. Lee brings to WealthStone nearly 20 years of extensive experience, investment knowledge, and relationships with managers that are unparalleled in the industry.
Jack Zhang, Director of Risk Management, Armada
Jack oversees the implementation of strategic and tactical allocation strategies created by the WealthStone Investment Committee. Jack plays a key role in WealthStone’s investment and research process, building and managing multi-factor models that enhance risk monitoring abilities at the individual investment and overall portfolio levels.
Christopher Rule, Director of Reporting, Armada
Chris serves as an investment operations associate for WealthStone’s Asset Management team and coordinates reporting for the Armada solution. He also assists the planning team with developing comprehensive plans for clients and serves as lead advisor for several individuals.