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Chad Bruening
Membre du Comité d'Investissement chez Stoker Ostler Wealth Advisors, Inc.
Postes actifs de Chad Bruening
Sociétés | Poste | Début | 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. | Membre du Comité d'Investissement | 01/02/2006 | - |
Gestionnaire de Portefeuille-Actions | 01/02/2006 | - |
Historique de carrière de Chad Bruening
Formation de Chad Bruening
Arizona State University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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