STACK FINANCIAL MANAGEMENT INC of WHITEFISH, MT is an SEC-registered investment adviser (CRD 106785). Regulatory assets under management: $2.0B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| James Bryan Stack | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| Lisa Ann Stack | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | — |
| Catherine Marie Hetrick | MANAGING PARTNER; MANAGING PARTNER, DIRECTOR | — |
| Kent Millard Jones | CHIEF FINANCIAL OFFICER | — |
| Annell Mckee Danczyk | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | — |
| Joseph Michael Laszewski | SENIOR PORTFOLIO MANAGER | — |
| Zach Jonson | CHIEF INVESTMENT OFFICER; VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| Jeanine Lynette Morreim | CHIEF COMPLIANCE OFFICER | — |
| STACK JAMES BRYAN | PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT, DIRECTOR | — |
| STACK LISA ANN | CHIEF FINANCIAL OFFICER, DIRECTOR; CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR; DIRECTOR (+3 more) | — |
| HETRICK CATHERINE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY; DIRECTOR (+4 more) | — |
| STACK LISA | DIRECTOR | — |
| FALKNER NANCY DENISE | DIRECTOR, DIRECTOR OF OPERATIONS; VICE PRESIDENT AND DIRECTOR OF OPERATIONS, DIRECTOR; VICE PRESIDENT, DIRECTOR | — |
| Jones Kent Millard | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER, DIRECTOR OF FINANCE | — |
| DANCZYK ANNELL MCKEE | SENIOR PORTFOLIO MANAGER, DIRECTOR OF ADVISORY SERVICES, DIRECTOR; VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | — |
| LASZEWSKI JOSEPH MICHAEL | SENIOR PORTFOLIO MANAGER | — |
| JONSON ZACH | CHIEF INVESTMENT OFFICER | — |
| MORREIM JEANINE LYNETTE | CHIEF COMPLIANCE OFFICER | — |