![Creg D. Ostler](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>)
Perfil
Mr. Creg D.
Ostler, CFA MBA, is a Co-Founder & Managing Director at Stoker Ostler Wealth Advisors, Inc. Prior to founding Stoker Ostler in 1997, he spent many years in senior positions with large, national financial institutions, including Harris.
His expertise includes developing long-term investment strategies and communicating complex financial concepts.
He is the co-founder of Inner City Youth Charitable Foundation in Chicago as well as a volunteer for Heifer International.
Mr. Ostler received his bachelor’s degree in finance and estate planning from Brigham Young University and his MBA with a major in finance from the University of Chicago Graduate School of Business.
Antiguos cargos conocidos de Creg D. Ostler.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Fundador | 01/11/2013 |
Harris Bank
 Harris Bank Major BanksFinance Provides commercial banking services | Gestor de Cartera-Acciones | 31/12/1996 |
Formación de Creg D. Ostler.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
22
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
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 |
Harris Bank
Harris Bank Major BanksFinance Provides commercial banking services | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- Creg D. Ostler
