Cody Rene Amis

Cody Rene Amis

Membro del Comitato di Investimento presso Stoker Ostler Wealth Advisors, Inc.

Finance
Consumer Services

Profilo

Mr. Cody R.
Amis, CFA, is a Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He serves as a primary relationship manager and is responsible for the management of client portfolios.
He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals.
He specializes in designing investment solutions that reflect client’s unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs.
He has been providing wealth management for high-net-worth families and small business owners for over ten years.
He is a member of the Stoker Ostler Investment Committee responsible for setting investment policies and strategies for the firm.
He received a Bachelor of Business Administration degree in Finance and a Master of Science degree in Personal Financial Planning from Texas Tech University.
Mr. Amis is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute.

Posizioni attive di Cody Rene Amis

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/01/2011
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Precedenti posizioni note di Cody Rene Amis

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 31/12/2010
Gestore di Portafoglio-Azioni 01/06/2010
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Formazione di Cody Rene Amis

Texas Tech University Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

28

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private3

Finance

Finance

Finance

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