Profilo
Mr. Creg D.
Ostler, CFA MBA, is a Co-Founder & Managing Director at Stoker Ostler Wealth Advisors, Inc. Prior to founding Stoker Ostler in 1997, he spent many years in senior positions with large, national financial institutions, including Harris.
His expertise includes developing long-term investment strategies and communicating complex financial concepts.
He is the co-founder of Inner City Youth Charitable Foundation in Chicago as well as a volunteer for Heifer International.
Mr. Ostler received his bachelor’s degree in finance and estate planning from Brigham Young University and his MBA with a major in finance from the University of Chicago Graduate School of Business.
Precedenti posizioni note di Creg D. Ostler
| Società | Posizione | Fine |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Fondatore | 01/11/2013 |
Harris Bank
 Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Gestore di Portafoglio-Azioni | 31/12/1996 |
Formazione di Creg D. Ostler
| The University of Chicago | Masters Business Admin |
| Brigham Young University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |
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- Creg D. Ostler
