Brad Weltler

Partner

Location

Mr. Weltler is a Partner at StepStone Private Wealth, overseeing the US sales and distribution channels. StepStone Private Wealth focuses on delivering private market solutions to high net worth investors.

Prior StepStone Private Wealth, Mr. Weltler served as the Vice President of Distribution for Steben & Company, a leading provider of managed futures and hedge funds, where he oversaw the firm’s capital raising efforts.  Before that he was Vice President at Fox Asset Management where he was responsible for generating new sales of traditional investments through Institutional Consultants and the Public and Taft-Hartley markets.  Previously, Mr. Weltler was employed by Performance Analytics, an Institutional Consulting firm in Chicago.

Mr. Weltler received a B.B.A. from St. Norbert College and is a Chartered Alternative Investment Analyst charterholder. He holds FINRA 3, 7, 24 and 63 licenses.

FINRA’s broker check page: https://brokercheck.finra.org/

 

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