David Evan Nuttalle
Gestor de Cartera-Acciones en Stoker Ostler Wealth Advisors, Inc. .
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.
Cargos activos de David Evan Nuttalle
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/05/2019 |
Formación de David Evan Nuttalle.
Brigham Young University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas privadas | 1 |
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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 |
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