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Michael Christopher Lossing
Portfolio Manager-Aktien bei
Ironwood Investment Counsel LLC
Profil
Mr. Michael C.
Lossing is a Wealth Advisor at Ironwood Investment Counsel LLC.
He began his career in financial services in 1999.
Prior to joining Ironwood Investment Counsel, he was a portfolio manager at Stoker Ostler Wealth Advisors where he was responsible for wealth planning and portfolio management for high net worth clients.
Prior to that, he was an analyst at Arthur Andersen LLP and a senior analyst at Inlign Wealth Management.
Mr. Lossing holds a Bachelor of Arts degree in Financial Administration from Michigan State University.
Aktive Positionen von Michael Christopher Lossing
| Unternehmen | Position | Beginn |
|---|---|---|
Ironwood Investment Counsel LLC
 Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives. | Portfolio Manager-Aktien | 01.01.2022 |
Ehemalige bekannte Positionen von Michael Christopher Lossing
| Unternehmen | Position | Ende |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Inlign Wealth Management LLC
 Inlign Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Ausbildung von Michael Christopher Lossing
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
9
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance IIC employs a comprehensive approach with an emphasis on active management and the long-term. The firm develops, implements and manages a customized asset allocation using individual securities and active managers. Their clients’ specific goals and objectives, constraints, and expectations determine the level of equities, fixed income and alternatives. | Finance |
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 |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Inlign Wealth Management LLC
Inlign Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
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