Cassandra Fernandez
Analyst-Equity bei Stoker Ostler Wealth Advisors, Inc.
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Michelle Lee Decker | F | - |
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. | 26 Jahre |
| Michael Craig Halls | M | - |
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. | 24 Jahre |
| Mike Bolar | M | - |
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. | 21 Jahre |
| Sean Michael Lunny | M | - |
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. | 11 Jahre |
| Dylan W. Owens | M | - |
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.
Arizona State University
| 8 Jahre |
| Cody Rene Amis | M | - |
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. | 13 Jahre |
| Chad Bruening | M | - |
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. | 18 Jahre |
| Lant William Webb | M | - |
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. | 14 Jahre |
| David Evan Nuttalle | M | - |
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. | 9 Jahre |
| Breane Coble | F | - |
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. | 3 Jahre |
| Kyler Fuhriman | M | - |
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. | 3 Jahre |
| Matthew L. Pittinsky | M | 51 |
Arizona State University
| 15 Jahre |
| Dillon Chamberlain | M | - |
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. | 7 Jahre |
| Justin Bobus | M | - |
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. | 4 Jahre |
| Kristen Bolar | F | - |
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. | 8 Jahre |
| Denis A. Cortese | M | 79 |
Arizona State University
| 14 Jahre |
| José Cárdenas | M | 71 |
Arizona State University
| 15 Jahre |
| Allison Rozell | F | - |
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. | 3 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| George Poste | M | 79 |
Arizona State University
| 6 Jahre |
| James R. Broyles | M | - |
Arizona State University
| 8 Jahre |
| Michael Frias | M | - |
Arizona State University
| 4 Jahre |
| Benjamin Speck | M | - |
Arizona State University
| 5 Jahre |
| Matt Walker | M | - |
Arizona State University
| 5 Jahre |
| Bryan Matthew Lee | M | - |
Arizona State University
| 7 Jahre |
| Steven Brunner | M | - |
Arizona State University
| 3 Jahre |
| Ru Chun Zheng | M | 62 |
Arizona State University
| 2 Jahre |
| Jonathan Kielmeyer | M | - |
Arizona State University
| 2 Jahre |
| Erika Cooper | F | - |
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. | 4 Jahre |
| Darin Carpenter | M | 44 |
Arizona State University
| 4 Jahre |
| Adam King | M | - |
Arizona State University
| 4 Jahre |
| Matthew Barcus | M | - |
Arizona State University
| 4 Jahre |
| Ryan Pitt | M | - |
Arizona State University
| 4 Jahre |
| David Jeffress | M | - |
Arizona State University
| 4 Jahre |
| Rob Thorpe | M | - |
Arizona State University
| 4 Jahre |
| Xin Jun Liang | M | 56 |
Arizona State University
| 3 Jahre |
| Ning Zhang | M | 50 |
Arizona State University
| 3 Jahre |
| Christopher Brown | M | 38 |
Arizona State University
| 4 Jahre |
| Ye Zhou | M | 58 |
Arizona State University
| 3 Jahre |
| Jaclyn Gettinger | F | - |
Arizona State University
| 4 Jahre |
| Stacy Lynn Culotta | F | - |
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. | 3 Jahre |
| Zhu Peng | M | 48 |
Arizona State University
| 2 Jahre |
| Brad Tucker | M | - |
Arizona State University
| 2 Jahre |
| conrad wadowski | M | - |
Arizona State University
| 5 Jahre |
| Amanda Lyle | F | - |
Arizona State University
| 4 Jahre |
| Georgia Lu | F | - |
Arizona State University
| 2 Jahre |
| Jake snyder | M | - |
Arizona State University
| 5 Jahre |
| Ahron Cohen | M | - |
Arizona State University
| 3 Jahre |
| Jordan Clancy | M | - |
Arizona State University
| 5 Jahre |
| Demetrios Brinkmann | M | - |
Arizona State University
| 4 Jahre |
| Hong Zhu | F | 57 |
Arizona State University
| 2 Jahre |
| Mike Loretz | M | - |
Arizona State University
| 4 Jahre |
| Castillo David | M | - |
Arizona State University
| 2 Jahre |
| Sean Gormley | M | - |
Arizona State University
| 4 Jahre |
| Patrick Morrison | M | - |
Arizona State University
| 4 Jahre |
| Badr Abdullah Saad Al-Ghariry | M | 32 |
Arizona State University
| 4 Jahre |
| Stephanie Cope | F | - |
Arizona State University
| 5 Jahre |
| Courtney Klein | F | - |
Arizona State University
| 5 Jahre |
| Hannah Yoder | F | - |
Arizona State University
| 3 Jahre |
| Monica Spanier | F | - |
Arizona State University
| 4 Jahre |
| Shez Partovi | M | 57 |
Arizona State University
| 4 Jahre |
| Jin Hua Jiang | F | 62 |
Arizona State University
| 2 Jahre |
| Xing Yu Wu | M | 48 |
Arizona State University
| 2 Jahre |
| Jeff LaFrance | M | - |
Arizona State University
| 4 Jahre |
| Nicholas Wesley Yee | M | - |
Arizona State University
| 1 Jahre |
| Wei Qi Ye | M | 60 |
Arizona State University
| 2 Jahre |
| Paul Cielinski | M | - |
Arizona State University
| 2 Jahre |
| Marc Paupe | M | - |
Arizona State University
| 4 Jahre |
| David Cody | M | - |
Arizona State University
| 2 Jahre |
| Lisa Xinnan Li | F | - |
Arizona State University
| 3 Jahre |
| Anthony Vargas-Frank | M | - |
Arizona State University
| 4 Jahre |
| Jake Downey | M | - |
Arizona State University
| 4 Jahre |
| Alexander Asemi | M | - |
Arizona State University
| 4 Jahre |
| Jenna McClain | F | - |
Arizona State University
| 4 Jahre |
| Brian G. Farr | M | - |
Arizona State University
| 1 Jahre |
| Todd Sandman | M | - |
Arizona State University
| 2 Jahre |
| Paul D. Cardon | M | - |
Arizona State University
| 3 Jahre |
| Richard J. Schaper | M | - |
Arizona State University
| 1 Jahre |
| Thomas Doherty | M | - |
Arizona State University
| 4 Jahre |
| Alex L. Hopson | M | - |
Arizona State University
| 4 Jahre |
| Wei Sun | M | 54 |
Arizona State University
| 2 Jahre |
| Guo Wei Zhuang | M | 70 |
Arizona State University
| 2 Jahre |
| Michael Mack | M | - |
Arizona State University
| 4 Jahre |
| Patrick Neil Elliott | M | - |
Arizona State University
| 2 Jahre |
| Gregory Scott Yanke | M | 54 |
Arizona State University
| 2 Jahre |
| Qi Zhang | M | 65 |
Arizona State University
| 3 Jahre |
| Yong Qing Qiu | M | 59 |
Arizona State University
| 2 Jahre |
| Jun Min Xu | M | 60 |
Arizona State University
| 2 Jahre |
| Bernice Cota-Gann | F | - |
Arizona State University
| 1 Jahre |
| Vince Lujan | M | - |
Arizona State University
| 1 Jahre |
| John William Greer | M | - |
Arizona State University
| 4 Jahre |
| Cody Carroll | M | - |
Arizona State University
| 4 Jahre |
| Justin J. Agnew | M | - |
Arizona State University
| 4 Jahre |
| Judith A. Lynn | F | - |
Arizona State University
| 1 Jahre |
| Alanna Ossa | M | - |
Arizona State University
| 3 Jahre |
| Michael Washington | M | - |
Arizona State University
| 3 Jahre |
| Xi Zhu | F | 60 |
Arizona State University
| 2 Jahre |
| Rima A. Reddy | F | - |
Arizona State University
| 4 Jahre |
| Bill Grinstead | M | - |
Arizona State University
| 4 Jahre |
| David Johnson | M | - |
Arizona State University
| 4 Jahre |
| Chao Ling | M | 44 |
Arizona State University
| 1 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Cassandra Fernandez
- Persönliches Netzwerk
