The Stack Financial Management company source record lists 13 employees. The visible Stack Financial Management management graph includes:
Catherine Hetrick
Managing Partner
1
0
Sales
(2)
Shawna Christianson
Client Relationship Specialist
5
0
General
(2)
Annell Danczyk, Cfa
Sr. Portfolio Manager Focused on Portfolio Composition and Sector Analysis as Well as Securities Research and Selection.
2
0
Finance
(1)
Renee Erickson
Accountant at Stack Financial Management
2
0
Related company intelligence for Stack Financial Management
1 same-industry peer
8 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
1 / 10
1 of 10 related companies shares this company's industry classification.
Employee benchmarks
8 / 10
8 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.8 source-backed signals.
10
eligible
0
filtered
3.8
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Near peer median size
This company
13 employees
Related peers
8 median peer employees
3 related employee-estimated peers are higher and 4 are lower.
8 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 50% of 8 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 50% of 8 comparable related peers from related-company records.
Employee scale: 50%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
8 employees
Largest peer by size
Obermeyer Wealth Partners
36 employees
Stack Financial Management size signal
13 employees
Peer size comparison
3 larger · 4 smaller
Peer scale position
Near peer median size
3 related employee-estimated peers are higher and 4 are lower.
Stack Financial Management people graph sample
-
Zach Jonson, Cfa
Chief Investment Officer at Stack Financial Management
Whitefish, Montana, United States4 email signals: 2 email signals on stackfinancialmanagement.com, 2 non-official email signals3 phone signals available
-
James B. Stack
President at Stack Financial Management and Investech Research
Whitefish, Montana, United States2 email signals on stackfinancialmanagement.com -
Joe Laszewski, Cfa, Cpa
Senior Portfolio Manager
Whitefish, Montana, United States3 email signals: 1 email signal on stackfinancialmanagement.com, 2 non-official email signals2 phone signals available
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Stack Financial Management
AeroLeads maps 3 visible contact signals for Stack Financial Management. Coverage is multi-channel contact coverage.