Dylan W. Owens
Analyst-Equity bij Stoker Ostler Wealth Advisors, Inc.
Profiel
Mr. Dylan W.
Owens is an Associate at Stoker Ostler Wealth Advisors, Inc. Mr. Dylan’s duties include active portfolio rebalancing, daily cash monitoring, building client relationships and performing various research projects and analyses.
He is focused on helping make every aspect of the client experience as seamless as possible and plays an important part in helping Michelle manage her clients.
Mr. Dylan joined Stoker Ostler in 2021.
He graduated with Honors from Arizona State University with a Bachelor of Science degree in Finance and a Certificate in Applied Business Data Analytics in May of 2020.
Additionally, he graduated with Honors from Arizona State University with a Master of Science degree in Finance in May of 2021.
Actieve functies van Dylan W. Owens
| 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. | Analyst-Equity | 01-01-2021 |
Opleiding van Dylan W. Owens
| Arizona State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |