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  • Stern Brothers Asset Management, LLC is a privately owned, independent Registered Investment Adviser (RIA) providing highly personalized service and professional wealth management. We create innovative management solutions that capitalize on asset growth during positive market environments and decisively shift our portfolios to a defensive position when market internals weaken and intermediate price trends turn negative. We take the time to understand your financial needs and concerns. This allows us to personalize your  investment and wealth management strategies that align with your goals. We always put the needs of our clients first and we serve high net worth and ultra-high net worth individuals, families, charitable organizations, 401(k)s, foundations, retirement accounts, IRA rollovers, endowments and institutions throughout the United States and abroad.

     Private ownership allows us to establish long-term relationships with our clients and their families, and to focus on what we do best—deliver highly personalized service and quality investment advice.

    William (“Billy”) P. Stern, is the Founder and Managing Partner of Stern Brothers Asset Management, LLC, a privately owned, independent investment and wealth management firm serving high net worth and ultra-high net worth individuals, foundations, charitable organizations, endowments, 401(k)s, qualified retirement accounts, IRA rollovers, and institutions throughout the United States and abroad. He graduated with a Bachelor of Business Administration degree in Finance from Texas A&M University and brings more than 19 years of investment and financial market experience to the practice. Previously, as a Senior Market Maker in the NASDAQ inter-dealer market, he successfully managed a multi-million dollar trading book of business. Throughout his extensive experience, he has continued to develop investing solutions and portfolio strategies that help clients successfully achieve their financial and retirement goals. He currently holds the Series 65 license. Billy is an active member in several local community charitable organizations. He firmly believes in a personal responsibility to give back and has instilled that philosophy into the Stern Brothers culture. Billy enjoys skiing, hunting, traveling and spending time with family most of all.

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    Angie Villano Stern, VP Marketing & Communications, brings more than 18 years of marketing, advertising and brand experience to Stern Brothers Asset Management, LLC. Angie has had the pleasure of working with Frankel/Nestlé, Wynn Las Vegas, CTS Advertising, Star 7 Advertising and NewBeauty Magazine, among others. In December 2011, Angie launched a consulting firm with the mission to help businesses grow and thrive in today’s quickly evolving environment. Having worked with hundreds of businesses over her career, she has developed a talent for identifying what works and what does not. Angie brings her vast experience to Stern Brothers and has joined the team as V.P. Marketing & Communications. She graduated from Arizona State University with a Bachelor of Science degree in Business Marketing. She enjoys yoga, traveling, cooking and most importantly, spending time with her husband, Billy, and their three children.

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