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Evan Nuttall
Miembro del Comité de Inversión en
Stoker Ostler Wealth Advisors, Inc.
.
Perfil
Mr. David E.
Nuttall, CFA, is a Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He 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.
He has been providing wealth management for high-net-worth families and small business owners for nearly ten years.
He 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.
He is a Chartered Financial Analyst charterholder.
Cargos activos de Evan Nuttall
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Miembro del Comité de Inversión | - |
Formación de Evan Nuttall.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
66
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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