Cody Rene Amis
Lid van de Investeringscommissie bij Stoker Ostler Wealth Advisors, Inc.
Profiel
Mr. Cody R.
Amis, CFA, is a Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He serves as a primary relationship manager and is responsible for the management of client portfolios.
He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals.
He specializes in designing investment solutions that reflect client’s 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 has been providing wealth management for high-net-worth families and small business owners for over ten years.
He is a member of the Stoker Ostler Investment Committee responsible for setting investment policies and strategies for the firm.
He received a Bachelor of Business Administration degree in Finance and a Master of Science degree in Personal Financial Planning from Texas Tech University.
Mr. Amis is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute.
Actieve functies van Cody Rene Amis
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-01-2011 |
Eerdere bekende functies van Cody Rene Amis
| Bedrijven | Functie | Einde |
|---|---|---|
Capital Investment Counsel, Inc. (Colorado)
 Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Portefeuillebeheerder-Aandelen | 31-12-2010 |
Broadway National Bank Asset Management
 Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Portefeuillebeheerder-Aandelen | 01-06-2010 |
Opleiding van Cody Rene Amis
| Texas Tech University | Graduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Broadway National Bank Asset Management
Broadway National Bank Asset Management Investment ManagersFinance Broadway National Bank Asset Management (BNBAM) is an asset management firm headquartered in San Antonio, Texas. The firm was founded in 1941 and is a subsidiary of Broadway National Bank, ultimately held by Broadway Bancshares, Inc. BNBAM provides investment management services to various clients. | Finance |
Capital Investment Counsel, Inc. (Colorado)
Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Finance |
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 |
