![Creg D. Ostler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Fondatore | 01/11/2013 |
Harris Bank
 Harris Bank Major BanksFinance Provides commercial banking services | Gestore di Portafoglio-Azioni | 31/12/1996 |
Formazione di Creg D. Ostler
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
22
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Finance |
Harris Bank
Harris Bank Major BanksFinance Provides commercial banking services | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
