![Michael Craig Halls](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>)
Michael Craig Halls
Direttore Finanziario/CFO presso
Stoker Ostler Wealth Advisors, Inc.
Profilo
Mr. Michael C.
Halls, CFA MBA, is a Director & Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He is a member of the Stoker Ostler executive committee, guiding the long and short-term direction of the firm.
Additionally, he directly oversees Stoker Ostler’s Salt Lake City office.
He works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals.
He offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients.
Mr. Halls is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies.
He has also served on several BMO Private Bank investment committees, among them, the asset allocation committee, which guides the investment strategy for BMO Private Bank portfolio managers and the open architecture review committee, which selects and reviews the investment tools available to the BMO Private Bank portfolio managers.
Mr. Halls joined Stoker Ostler in 2000 after spending several years as an analyst and manager in the financial services industry.
He received his Bachelor of Finance degree from Brigham Young University and earned his MBA from Arizona State University, W.P.
Carey School of Business.
He is a CFA charterholder and a Certified Financial Planner professional, as well as a current member of the CFA Institute.
Posizioni attive di Michael Craig Halls
| 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. | Direttore Finanziario/CFO | 01/01/2000 |
Formazione di Michael Craig Halls
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
