David Evan Nuttalle

David Evan Nuttalle

Gestor de Cartera-Acciones en Stoker Ostler Wealth Advisors, Inc. .

Finance
Consumer Services

Perfil

Mr. David E.
Nuttalle, CFA, is a Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. Mr.David serves as a primary relationship manager and oversees the management of client portfolios.
He works together with clients to help identify and prioritize financial goals, and then establishes appropriate investment strategies.
He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances while integrating other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs.
Mr.David has been providing wealth management for high-net-worth families and small business owners for nearly ten years Evan is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
He earned his bachelor’s degree in finance from Brigham Young University.

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Gestor de Cartera-Acciones 01/05/2019
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Brigham Young University Undergraduate Degree

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