Wealthstone ARMADA has a vetted team of investment experts, strategists and veterans in the field.
Brian Stertzer, Managing Director, ARMADA, CFP®
Brian Stertzer is the managing director of WealthStone ARMADA. He is responsible for pioneering the WealthStone multi-advisor ARMADA solution for high-net worth individuals, family offices, endowments, and foundations.
Heather Walters, Director of Client Services, ARMADA
Heather is the Director of Client Services for WealthStone ARMADA. She is responsible for managing the relationships of this multi-advisor solution and brings over 12 years in the financial industry spanning relationship management and operations.
Kevin Kull, Director of Operations, ARMADA, CFA®, CPA, MBA
Drawing from his broad range of credentials and expertise, Kevin provides daily leadership related to all aspects of the complexity of multiple investment advisors. He also provides regular monitoring focusing on data integrity.
Christopher Rule, Director of Reporting, ARMADA, CFP®
Chris coordinates reporting for the ARMADA solution, working to ensure efficiency and data integrity. He coordinates with each advisor partner to ensure that the goals of the client are being met and the client experience is smooth.
Lee Caleshu, Director of Investments, ARMADA, CFA®
Lee oversees the development and maintenance of the Armada investment platform, providing a depth of insight and oversight to each advisors portfolio. Lee brings to ARMADA nearly 20 years of extensive experience, investment knowledge, and relationships with some of the most recognized managers in the industry.
Jack Zhang, Director of Risk Management, ARMADA, CFA®
Jack oversees the implementation of strategic and tactical allocation strategies created by the WealthStone Investment Committee. Jack plays a key role in ARMADA’s investment and research process, enhancing risk monitoring abilities at the individual investment and overall portfolio levels.