Sean Michael Lunny
Membro del Comitato di Investimento presso Stoker Ostler Wealth Advisors, Inc.
Posizioni attive di Sean Michael Lunny
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Membro del Comitato di Investimento | 01/07/2013 | - |
| Gestore di Portafoglio-Azioni | 01/07/2013 | - |
Storia della carriera di Sean Michael Lunny
Formazione di Sean Michael Lunny
| Brigham Young University | Undergraduate Degree |
| Creighton University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
- Borsa valori
- Insiders
- Sean Michael Lunny
- Esperienza
