Lee Ann Reitz
Plus aucun poste en cours
Profil
Ms. Lee A.
Reitz is Regional Operations Manager at Stoker Ostler Member Harris Wealth Advisors, Inc. Prior to that, she worked with Stocker Oster Wealth Advisors, Inc. since 2006.
Later the firm was acquired by Harris Private Bank in September 2009.
She is an Operations Analyst, working directly with all Portfolio Managers.
She monitors daily account activity for clients and is responsible for the smooth transition of new clients, in addition to performance reporting.
Ms. Reitz received her bachelor’s degree in accounting from Western Michigan University.
Anciens postes connus de Lee Ann Reitz
| Sociétés | Poste | Fin |
|---|---|---|
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. | Corporate Officer/Principal | - |
Formation de Lee Ann Reitz
| Western Michigan University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
