Our advisers
Chief Investment Officer
Investment management, retirement & wealth planning
Howard founded Stolzer Rothschild Levy LLC with a clear purpose: to give individuals, families, and businesses independent, financial guidance from someone who truly knows them. As President, Chief Investment Officer, and Chief Compliance Officer, Howard oversees all investment decisions and client relationships personally.
With an MBA from Rollins College's Crummer Graduate School of Business and two of the most rigorous designations in the advisory profession — the AIF® and CEBS — Howard brings institutional-quality analytical rigor to deeply personal client relationships. His expertise spans discretionary portfolio management, pension consulting, retirement income planning, and ERISA fiduciary advisory.
No legal or disciplinary history. Clean record on file with the SEC.
MBA — Rollins College, Crummer Graduate School of Business ()
Bachelor of Music — Berklee College of Music ()
Social Security, Medicare, employee benefits & retirement plans
Alex Petronella joined SRL in January 2019, bringing with him deep expertise in areas that sit at the intersection of personal finance and employee benefits — Social Security planning, Medicare and supplement products, group benefits consulting, and retirement plan advisory.
Alex works with individuals navigating Social Security timing decisions and Medicare enrollment, as well as with businesses seeking guidance on group health insurance, employee benefits design, and workplace retirement plans. He is insurance licensed in NJ, NY, PA, and FL, enabling him to serve clients across multiple states on both personal and business insurance needs.
No legal or disciplinary history. Clean record on file with the SEC.
Fairleigh Dickinson University, Florham Park/Madison NJ ()
Mr. Petronella is actively involved in the sale of group benefits and insurance, primarily business benefits such as health insurance, and may occasionally sell personal insurance and Medicare supplements. He may receive commissions from those sales, which presents a conflict of interest. He is supervised by Howard Stolzer, CCO, at (732) 481-0649.
Strategic Business Consulting
Alain Van Loo brings Strategic Business Consulting services to SRL, deepening our knowledge of capital markets and business operations. He is a key member of our investment committee, contributing institutional-grade perspective on global markets and business strategy to the benefit of SRL clients.
With more than 25 years of experience across global business and capital markets in both the US and Europe, Alain has served as a portfolio manager and strategist, and as a Chief Investment Officer working with family office services. He brings exceptional ideas and guidance to business owners looking to plan for their business needs and maximize the potential embedded in their businesses.
While Alain does not provide retail investment advice to clients, he is uniquely positioned to help grow what is often a business owner's largest asset — the business itself. Alain is also the founder and owner of Assetive, a strategic growth consulting firm.
Alain serves SRL in a strategic consulting capacity and as a member of the investment committee. He does not provide retail investment advice directly to SRL clients. Strategic business consulting services are separate from SRL's registered investment advisory services.
