Michael Christopher Lossing
Portefeuillebeheerder-Aandelen bij Ironwood Investment Counsel LLC
Profiel
Mr. Michael C.
Lossing is a Portfolio Manager at Ironwood Investment Counsel LLC.
He began his career in financial services in 1999.
Prior to joining Ironwood Investment Counsel, Mr. Lossing was a portfolio manager at Stoker Ostler Wealth Advisors where he was responsible for wealth planning and portfolio management for high net worth clients.
He was an analyst at Arthur Andersen LLP and a senior analyst at Inlign Wealth Management.
He holds a Bachelor of Arts degree in Financial Administration from Michigan State University.
He was awarded the Certified Financial Planner certification in 2014.
Actieve functies van Michael Christopher Lossing
| Bedrijven | Functie | Begin |
|---|---|---|
Ironwood Investment Counsel LLC
 Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Eerdere bekende functies van Michael Christopher Lossing
| Bedrijven | Functie | Einde |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
| Inlign Wealth Management LLC | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Opleiding van Michael Christopher Lossing
| Michigan 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 | 4 |
|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | 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 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
| Inlign Wealth Management LLC | Finance |
