Stern Capital Management, Inc.

Stuart Stern is a financial advisor at Stern Capital Management, Inc. with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Stern Capital Management since 1999. Stern Capital Management serves individual investors, including high net worth clients, as well as charitable organizations and retirement plan participants. The firm provides portfolio management through model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets for 645 clients.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants. The firm provides portfolio management using model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets across 645 clients.

Alan Stern is a financial advisor at Stern Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Stern Capital Management since 2015. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants, offering portfolio management through model asset-allocation portfolios, financial planning, and rollover guidance. The firm manages approximately $252 million in assets across 645 clients and utilizes mutual funds and ETFs with a focus on asset allocation and a combination of charting, fundamental, and technical analysis.