Profil
Ms. Whitney Johnson is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. where she plays an integral role in the daily monitoring and disciplined rebalancing of client portfolios.
She is also responsible for performing any research necessary to assist with the management of portfolios.
Ms. Johnson originally joined Stoker Ostler Wealth Advisors in 2007 until Stoker Ostler was acquired by Harris Private Bank on September 17, 2009.
Ms. Johnson received her Bachelor's degree in Finance from the University of Phoenix.
Anciens postes connus de Whitney Johnson
| 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. | Analyst-Equity | - |
Formation de Whitney Johnson
| University of Phoenix | Undergraduate Degree |
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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 |
