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Mike Bolar
Director de Inversiones en Stoker Ostler Wealth Advisors, Inc. .
Cargos activos de Mike Bolar
Empresas | Cargo | Inicio | Fin |
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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. | Director de Inversiones | 01/04/2003 | - |
Miembro del Comité de Inversión | 01/04/2003 | - | |
Gestor de Cartera-Acciones | 01/04/2003 | - |
Historial de carrera de Mike Bolar
Formación de Mike Bolar.
Wichita State University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
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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