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Michael Craig Halls
Directeur Financier/CFO chez Stoker Ostler Wealth Advisors, Inc.
Profil
Mr. Michael C.
Halls, CFA MBA, is a Director & Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He is a member of the Stoker Ostler executive committee, guiding the long and short-term direction of the firm.
Additionally, he directly oversees Stoker Ostler’s Salt Lake City office.
He works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals.
He offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients.
Mr. Halls is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies.
He has also served on several BMO Private Bank investment committees, among them, the asset allocation committee, which guides the investment strategy for BMO Private Bank portfolio managers and the open architecture review committee, which selects and reviews the investment tools available to the BMO Private Bank portfolio managers.
Mr. Halls joined Stoker Ostler in 2000 after spending several years as an analyst and manager in the financial services industry.
He received his Bachelor of Finance degree from Brigham Young University and earned his MBA from Arizona State University, W.P.
Carey School of Business.
He is a CFA charterholder and a Certified Financial Planner professional, as well as a current member of the CFA Institute.
Postes actifs de Michael Craig Halls
Sociétés | Poste | Début |
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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. | Directeur Financier/CFO | 01/01/2000 |
Formation de Michael Craig Halls
Arizona State University | Masters Business Admin |
Brigham Young University | Undergraduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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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 |