![Sean Michael Lunny](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Sean Michael Lunny
Investment Committee Member at Stoker Ostler Wealth Advisors, Inc.
Sean Michael Lunny active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 01/07/2013 | - |
Portfolio Manager-Equities | 01/07/2013 | - |
Career history of Sean Michael Lunny
Training of Sean Michael Lunny
Brigham Young University | Undergraduate Degree |
Creighton University | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Sean Michael Lunny
- Experience