Get to Know John Stolzfus


John Stoltzfus joined Oppenheimer as Managing Director and Chief Market Strategist in April 2012 from Ticonderoga Securities, LLC. A veteran of the financial services industry with over thirty years of experience in the financial markets, his work emphasizes inter-market analysis of multiple asset classes, combined in global market strategies.
 

John follows cyclical and secular trends, sectors, geopolitics and macroeconomics. He is known for the potential opportunities his analysis provides and his clear, often witty writing and presentations to clients and Financial Advisors alike. He finds question-and-answer periods to be especially helpful and enjoyable, because they enable him to maintain a dialogue that helps develop relationships that benefit Oppenheimer’s clients, the firm itself and the Financial Advisors who have arranged a meeting between him and their high-profile institutional and private clients.


“He appreciates question-and-answer periods, which help him create a dialogue that can deepen relationships with the potential to benefit Oppenheimer’s clients, the firm’s Financial Advisor and the firm itself.”

John joined Oppenheimer from Ticonderoga Securities, LLC. He also serves as an adjunct professor at the School of Continuing and Professional Studies at New York University, where he teaches two post-graduate courses: Inter-Market Analysis for Industry Professionals and Finance for Non-Finance Professionals. He has also worked as a Senior Market Strategist at Bank of America and a Vice President and Manager of Equity Marketing and Group Head of Domestic Equity Marketing.


“John’s ability to help build relationships between Financial Advisors and their clients is one of Oppenheimer’s advances in client service.”

His present responsibilities require him to speak with industry leaders and public sector executives. His ability to strengthen relationships with Financial Advisors and their clients is one of the advantages that Oppenheimer offers: the ability to work with the firm’s top-level talent. He has conducted exploratory trips to destinations in Asia, including China and Korea, to enable clients to observe in person what he has been talking about. In addition to NYU, he has lectured on global strategic outlooks at the University of South Florida and Chapman University.  When he is not on duty, he enjoys listening to blues and jazz. He is also a guitarist who plays country music at a professional level. He is bilingual in Spanish.

 

Where We Stand - Third Quarter 2017

 

Fatigue, Not a Failure to Launch.

 

Where We Stand in 2017 - Download an Overview of the 2017 Predictions.

 

What Did We Get Right? An Overview of the 2016 Prediction.

 

John's latest work be viewed here.

 

Does the Trump ‘Honeymoon Rally’ Have Legs?
John Stoltzfus highlights risks and opportunities in 2017.

 

Markets and Managers: The Year in Review
Jeff Sutton on sector dispersion, a rotation from growth to value and a steepening yield curve.

 


John Stoltzfus

Managing Director - Chief Investment Strategist

Joined Oppenheimer In: 2012
Education: B.A. Colgate University

Contact John Stoltzfus
Phone: (212) 667-8139
E-Mail John.Stoltzfus@opco.com

Oppenheimer & Co. Inc.
85 Broad St.. 25th Floor
New York, NY 10004