Currently, Mr. Lotzer is a Partner at Vantera Partners, LLC, a corporate advisory and merchant banking firm in Newport Beach, California. He was also the Arizona Managing Director of Hunter Wise Financial Group, LLC™ and Hunter Wise Securities, LLC, an investment banking firm formerly with headquarters in Irvine, California. Prior to joining Vantera Partners and Hunter Wise, he was engaged in mergers and acquisitions as an independent intermediary.
Affiliations and Licenses
Professional affiliations include the American Institute of CPAs™ (AICPA), AICPA Forensic and Valuation Services section, and Arizona Society of CPAs™. He is a Certified Public Accountant (WI License No. 5757) and also holds the Accredited in Business Valuations (ABV) credential issued by the AICPA exclusively to licensed CPAs that complete their rigorous accreditation requirements. Mr. Lotzer also holds Series 82 and 63 SEC securities licenses, as required to conduct certain investment banking activities.
Mr. Lotzer is a graduate of the University of Wisconsin-Madison School of Business. He also attended the Thunderbird American Graduate School of International Management Executive Program.
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