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Justin Bobus
Analyst-Equity chez
Stoker Ostler Wealth Advisors, Inc.
Profil
Mr. Justin B. Bobus is a Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. Mr. Bobus joined Stoker Ostler in 2020 and has over 10 years of experience in the financial services industry.
In his role as Associate, he works with each of the Portfolio Managers to help manage client assets.
His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives.
He earned a Bachelor of Science and a Masters degree in and Accounting from University of Illinois Urbana-Champaign.
He is a Chartered Financial Analyst (CFA) Charterholder and a Certified Public Accountant (CPA).
Postes actifs de Justin Bobus
| Sociétés | Poste | Début |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Analyst-Equity | 01/04/2020 |
Formation de Justin Bobus
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
