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Mike Bolar
Direttore degli Investimenti presso
Stoker Ostler Wealth Advisors, Inc.
Profilo
Mr. Michael S.
Bolar, CFA, is a Chief Investment Officer & 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.
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.
He is the chairman of the the firm's investment committee, which sets investment policies and portfolio strategies.
He joined the firm in 2003 with nearly three decades of experience as a team member responsible for the management of an equity mutual fund with more than $1 billion in assets.
He received his Bachelor’s degree in Economics from Wichita State University.
Mr. Bolar has a Chartered Financial Analyst designation and is a Certified Financial Planner.
He is a current member and past president of the Phoenix Society of Financial Analysts and is a member of the CFA Institute.
He also served as board member for the City of Phoenix Deferred Compensation Plan Trust.
Posizioni attive di Mike Bolar
| 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 degli Investimenti | 01/04/2003 |
Formazione di Mike Bolar
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
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 |
Wichita State University
 Wichita State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
