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Justin Bobus
Analyst-Equity presso
Stoker Ostler Wealth Advisors, Inc.
Profilo
Mr. Justin Bobus, CFA, is an 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 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. | Analyst-Equity | 01/04/2020 |
Formazione di Justin Bobus
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
