Stack Financial Management Employee Directory

Stack Financial Management corporate office is located in 625 Wisconsin Ave, Whitefish, Montana, 59937, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Finance

10

C-Suite

3

Legal

1

Sales

1

Key Employees of Stack Financial Management

  • JM
    United States flag for contact location.
    Jeanine Morrei...

    Chief Compliance Officer

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Stack Financial Management Global Presence

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North America11-50

Index of contact profiles from Stack Financial Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Stack Financial Management

Explore people who held key positions, contributed to Stack Financial Management's success, and advanced their careers.

  1. Investor at TipTapPay Micropayment...

    Worked as Investor

    at Stack Financial Management

    email Margarida Roncon Email direct Margarida Roncon Direct

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People from Similar Companies in the Finance Industry Located in Montana, United States

Frequently Asked Questions Regarding Stack Financial Management Employees

How many employees does Stack Financial Management have?
Stack Financial Management has 11-50 employees
Who are Stack Financial Management key employees?
Some of Stack Financial Management key employees are Jeanine Morreim
Where is Stack Financial Management located?
Stack Financial Management’s headquarters are located at 625 Wisconsin Ave, Whitefish, Montana, 59937, United States
How do I contact Stack Financial Management?
Stack Financial Management Contact Info: Phone number: (406) 862-8000 Website: www.stackfinancialmanagement.com
What does Stack Financial Management do?

Stack Financial Management is a privately-owned investment advisory firm that emphasizes a safety-first approach to portfolio management, focusing on market risk assessment and downside protection. The firm aims to provide clients with peace of mind through active asset management that balances competitive returns in up markets with strong protecti... on in down markets. With a client-centric philosophy, Stack Financial Management treats clients like family and acts as fiduciaries, ensuring their best interests are prioritized. Established in 1994 and managing $2.1 billion in assets, the firm has earned recognition as one of America's premier investment advisors.Read More

Is Stack Financial Management a public company?
Stack Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Stack Financial Management Employees

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