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Perfil
Eric Allen Vermulm worked as a Senior Portfolio Manager at Stack Financial Management, Inc. from 2009 to 2016.
Prior to that, he was a Portfolio Manager at Stockman Wealth Management, Inc. from 2004 to 2009.
He also served as the Chief Investment Officer at Stockman Wealth Management, Inc. Mr. Vermulm received his undergraduate degree from Montana State University in 2002.
Antiguos cargos conocidos de Eric Allen Vermulm.
Empresas | Cargo | Fin |
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Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Analyst-Equity | 01/07/2016 |
Stockman Wealth Management, Inc.
![]() Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Gestor de Cartera-Acciones | 01/01/2009 |
Stockman Wealth Management, Inc.
![]() Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Director de Inversiones | - |
Formación de Eric Allen Vermulm.
Montana State University | Undergraduate Degree |
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Stockman Wealth Management, Inc.
![]() Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
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