Stack Financial Management Management Team

Contact top employees from Stack Financial Management

Summary

Stack Financial Management is a private company. The business currently specializes in Financial Services area. Stack Financial Management's headquarter is located at Whitefish, Montana, USA. The number of employees is at least 100. Register with SignalHire to connect with Stack Financial Management employees and management.

Stack Financial Management Websitestackfinancialmanagement.com
Social Links
linkedIn
Phone Number(406) 862-8000
Industries
Stack Financial Management Headquarters address625 Wisconsin Ave., Whitefish, Montana, 59937 US
Company Size10-50 employees
SpecialtiesInvestment Advisory, "Safety-first"​ Investing, Portfolio Management
SIC Code6189, 6199, 6282
DMA CodeMissoula Metropolitan Area
Founded1994
Operating StatusIndependent Company

Stack Financial Management Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
1970- 1-10
-Privately
Held
1-10

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Stack Financial Management's workforce includes employees across a wide range of tenure levels.

8% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years17% have been with the company for 5 to 7 years25% have been with the company for 8 to 10 years33% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Stack Financial Management
James Stack
James StackPresident
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Kayla
KaylaSr. Client Relationship Professional
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Zach Jonson
Zach JonsonChief Investment Officer
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Joe Laszewski
Joe LaszewskiSenior Portfolio Manager
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Catherine Hetrick
Catherine HetrickManaging Partner
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Dillon Manley
Dillon ManleySenior Wealth Strategist
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Benjamin Hayes
Benjamin HayesClient Relationship Specialist
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Shawna Christianson
Shawna ChristiansonClient Relationship Specialist
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Jeanine Morreim
Jeanine MorreimChief Compliance Officer
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Annell Danczyk
Annell DanczykSr. Portfolio Manager
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Aimee Weller
Aimee WellerDirector of Client Relations
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Kayla
KaylaSr. Client Relationship Professional
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Stack Financial Management Corporate Information: FAQ

Stack Financial Management operates in the Finance industries. More details can be found on the official website: stackfinancialmanagement.com.
Stack Financial Management has offices located in Whitefish, US.
The headquarters of Stack Financial Management are located in Whitefish, United States.
You can contact Stack Financial Management by phone at (406) 862-8000.
Stack Financial Management currently employs 10-50 people.
Well-known competitors of Stack Financial Management include ISC Financial Advisors and Hamilton Investment Counsel.

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