Joe Laszewski

Portfolio Manager-Equities at Stack Financial Management, Inc.

Finance

Consumer Services

Profile

Mr. Joseph M.
Laszewski is a Senior Portfolio Manager at Stack Financial Management, Inc. (SFM).
He joined SFM in 2016 and serves as a Portfolio Manager on the SFM Portfolio Management Team.
He began his professional career in public accounting and most recently served as a portfolio manager in the asset management division of a large regional bank, serving both institutional and high net worth clients.
He earned his Bachelor of Accountancy degree from the University of North Dakota, and is a Certified Public Accountant.
He holds a Masters of Investment Management and Financial Analysis degree and is a Chartered Financial Analyst charter holder.

Joe Laszewski active positions

Companies	Position	Start
Stack Financial Management, Inc. Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.	Portfolio Manager-Equities	01/03/2016

All active positions of Joe Laszewski

Former positions of Joe Laszewski

Companies	Position	End
Bell Bank (Fargo, North Dakota) Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.	Portfolio Manager-Equities	-

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Training of Joe Laszewski

University of North Dakota

Undergraduate Degree

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Linked companies

Private companies	2
Bell Bank (Fargo, North Dakota) Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.	Finance
Stack Financial Management, Inc. Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.	Finance