Justin Bobus

Analyst-Equity presso Stoker Ostler Wealth Advisors, Inc.

Finance

Consumer Services

Profilo

Mr. Justin Bobus, CFA, is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. Mr. Justin joined Stoker Ostler in 2020 and has over 10 years of experience in the financial services industry.
In his role as Associate, Justin works with each of the Portfolio Managers to help manage client assets.
His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives.
Mr. Justin earned a Bachelor of Science and a Masters degree in and Accounting from University of Illinois Urbana-Champaign.
Justin is a Chartered Financial Analyst (CFA®) Charterholder and a Certified Public Accountant (CPA®).

Posizioni attive di Justin Bobus

Società	Posizione	Inizio
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.	Analyst-Equity	01/04/2020

Tutte le posizioni attive di Justin Bobus

Formazione di Justin Bobus

University of Illinois

Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Justin Bobus

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
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