Laurie Hildebrandt
Plus aucun poste en cours
Profil
Ms. Laurie Hildebrandt is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. She assists Michelle Decker with the delivery of investment solutions for high net worth individuals and families, as well as endowments and foundations as part of an overall wealth management strategy.
Prior to joining Stoker Ostler, she was a property and casualty insurance agent and business owner who served high net worth families.
She joined the firm in November 2011.
Ms. Hildebrandt received her undergraduate degree in Liberal Arts from Mesa Community College.
Anciens postes connus de Laurie Hildebrandt
| 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 | - |
Formation de Laurie Hildebrandt
| Mesa Community College | 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 |
