![Lant Webb](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lant Webb
Membre du Comité d'Investissement chez
Stoker Ostler Wealth Advisors, Inc.
Profil
Mr. Lant W.
Webb, CFA, is a Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He serving as a primary relationship manager, financial planner, and portfolio manager.
He values delivering customer service and comprehensive financial advice to add profit and peace of mind to his clients’ lives.
He identifies with Stoker Ostler’s values to develop mutual respect with clients by putting their needs first and maintaining a high level of excellence, education, and credentials in the investment and financial planning fields.
He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs.
He contributes to the investment policy and strategy for the firm as a member of Stoker Ostler’s investment committee.
Mr. Webb joined Stoker Ostler in 2010.
He received his bachelor’s degree in business management with an emphasis in finance at Brigham Young University, graduating magna cum laude.
He is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
Postes actifs de Lant Webb
| 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. | Membre du Comité d'Investissement | 01/04/2010 |
Formation de Lant Webb
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
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 |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
