Stefan Meierhofer, CFA^®, CFP^®, AIF^®

As President and CEO of Telos Capital Management, Inc., Stefan leads the firm with strategic vision and operational oversight. A seasoned professional with over three decades of proven investment experience, he’s dedicated to advising clients and creating personalized strategies that help them achieve their financial and lifestyle aspirations.

Beyond his leadership at Telos, Stefan extends his commitment to the local community, primarily through his service on the Board of Directors for the San Diego Rescue Mission (SDRM), where he contributes his financial expertise and counsel to the Finance Committee. He is also a member of the City of San Diego’s Investment Advisory Committee (IAC), where he helps review and enhance the City Treasurer’s investment policies and practices.

Born and educated in Switzerland, Stefan earned his degree in Banking and Finance in 1981, and joined Bank Oppenheim Switzerland AG as an Institutional Sales Representative on the floor of the Zurich Stock Exchange. He earned his “Swiss-Certified Banker” diploma, a rigorous 3-year program that covers all aspects of the investment and banking business, in 1987 while working full-time at the exchange. In 1988, he joined LGT Bank in Liechtenstein AG as Equity Trading Manager. As a member of their Investment Committee, he was actively involved in analyzing and trading European companies and gained a broad insight into global investing. In 1990 Stefan completed six months of educational training with various brokerage firms in New York, after which he moved to San Diego.

Stefan completed the rigorous requirements to earn some of the most prestigious designations in the financial services industry. In 1996, he obtained his CFA® designation and became a member of the CFA Institute and the CFA Society of San Diego, where he served as Society President during the 2001-2002 fiscal year. He earned his CFP® (CERTIFIED FINANCIAL PLANNER^TM) certification in 2006 and became a member of the FPA (Financial Planning Association) of San Diego. Stefan also received formal training in investment fiduciary responsibility and attained the AIF® (Accredited Investment Fiduciary) designation in 2011. He formerly held Financial Industry Regulatory Authority (FINRA) Series 3, 4, 7, 24 and 63 licenses and is fluent in English, German and speaks some French.

He uses his wide range of expertise, experience and insight to provide comprehensive investment management and planning services to individuals, families and institutions with dynamic and complex financial situations.

Stefan and his family live in the Del Sur area of San Diego. In his spare time, he enjoys playing tennis, traveling and reading. His true passion, however, is spending time in the mountains where he can be found trail hiking in the summer and snow skiing in the winter.