Professional Background
Mr. Stern is a Co-founder and a Managing Member of Stellar Capital Management. In over 40 years of professional success in the investment field, Mr. Stern, a Chartered Financial Analyst, was a First Vice President of Newburger, Loeb & Co. in New York City beginning in 1962, mainly as Supervisory Research Analyst and Floor Partner; a Senior Vice President and Director of Equity Research at Central Trust Company in Cincinnati; and a Vice President, managing both the bank and trust investments, at Great Western Bank in Phoenix before establishing in his own investment firm in 1984 and then co-founding Stellar Capital Management in 2000. He has been published or quoted in Barron's, Medical Economics, the Wall Street Transcript, The Arizona Republic, The Business Journal, Employee Benefits Journal, and Trusts and Estates. He is profiled in Who's Who in America.

Community and Professional Organizations
Mr. Stern has served on the Boards of the Phoenix Society of Financial Analysts, the Phoenix Chamber Music Society, the American Jewish Committee, the Asian Arts Council, the University Club of Phoenix and the Arizona Theatre Company. He served as President of the Arizona Chapter of the Arthritis Foundation and on its national planned giving committee. He is currently a Member of the CFA Institute, the Phoenix CFA Society, a Board Member of the Harvard Business School Club of Arizona, Vice President of the Princeton Alumni Association of Northern Arizona, a member of the Alumni Schools Committee for Princeton University , and an Executive Board Member of the Anti-Defamation League, as well as an Associate National Commissioner.  He received the "Al" Brooks Community Leadership Award in 1995.