Provenienza dei contatti di primo grado di Erika Danielle Ferris
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.
5
| Subsidiary | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Erika Danielle Ferris tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Analyst-Equity | |
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Investment Managers | Analyst-Equity | |
| Gonzaga University | College/University | Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
Optima Capital Management, Inc. (Montana)
 Optima Capital Management, Inc. (Montana) Investment ManagersFinance Optima Capital Management, Inc. provides investment advisory services. It offers asset management and wealth management services.to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and off-shore trusts. The company is headquartered in Billings, MT. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Settori
| Finance | 5 |
| Consumer Services | 3 |
Posizioni
| Portfolio Manager-Equities | 7 |
| Analyst-Equity | 3 |
| Portfolio Manager-Fixed Income | 3 |
| Chief Investment Officer | 2 |
| Undergraduate Degree | 2 |
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