Stack Financial Management

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Stack Financial Management — overview

About

Stack Financial Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, retirement planning, investment management, estate planning, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations.

Stack Financial Management - known decision makers (6)

Position	Location	Asset Class
Chief Compliance Officer	Whitefish, US	GEN
Chief Financial Officer	Whitefish, US	GEN
Founder & Chief Executive Officer	Whitefish, US	GEN
Senior Portfolio Manager	Whitefish, US	GEN
Chief Investment Officer	Whitefish, US	GEN

Showing 5 of 6 known decision makers Stack Financial Management

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