Megan Bishton
Plus aucun poste en cours
Profil
Ms. Megan Bishton, is an Associate Portfolio Manager at Stoker Ostler Member Harris Wealth Advisors, Inc. Before that she worked with Stocker Oster Wealth Advisors, Inc. since 2000.
Later the firm was acquired by Harris Private Bank in September 2009.
Ms. Bishton earned her associate’s degree in business operations from the Arizona Institute of Business and Technology.
She received her bachelor’s degree in business administration at the University of Phoenix.
Anciens postes connus de Megan Bishton
| 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. | Gestionnaire de Portefeuille-Actions | 07/12/2010 |
Formation de Megan Bishton
| University of Phoenix | 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 |
