Stack Financial Management Company Profile, Contacts & Intelligence

Investment ManagementWhitefish, Montana, United States13 employeesFounded 1994
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
13
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
4
Mapped contact coverage

Stack Financial Management Overview

Stack Financial Management, Inc. is a registered independent investment advisory firm, managing $1.9 billion in assets for more than 850 clients in 47 states. Our specialty is equity investing, using the same “safety-first” philosophy and technical approach established by InvesTech Research, a market research firm founded by James Stack over four decades ago. Stack Financial Management was founded in 1994 in response to growing demand for a risk management approach to personal portfolio management. We aspire to maximize long-term returns in a manner that reduces volatility and emphasizes preservation of capital. Ultimately, our goal is to give clients increased peace of mind knowing their assets are being managed in a value conscious fashion with a focus on risk management, so they can spend time doing the things they enjoy most rather than worrying about the market. Our caring team of professionals is committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do. For more information about our services, we encourage you to visit our website. *All comments and endorsements have been disabled on this page. Please direct all correspondence to sfm@StackFinancialManagement.com

Headquarters
Whitefish, Montana, United States
Website
stackfinancialmanagement.com
Industry
Investment Management
Founded
1994
NAICS
Other Financial Investment Activities, Portfolio Management
Company Email
Available in AeroLeads
Investment Advisory "Safety-first"​ Investing Portfolio Management

Stack Financial Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
7 company-domain emails
Visible contacts using Stack Financial Management's company email domain.
Executive
4
General
2
Sales
1
Finance
1

Stack Financial Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

L
Lisa Gorton Stack
Managing Partner at Stack Financial Management
Z
Zach Jonson, Cfa
Chief Investment Officer at Stack Financial Management
EP
J
Joe Laszewski, Cfa, Cpa
Senior Portfolio Manager
EP
J
James B. Stack
President at Stack Financial Management and Investech Research
E

Stack Financial Management Workforce Composition

Seniority breakdown across 10 visible profiles.

Individual contributor
4
Executive
3
Manager
2
Director
1

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