Stack Financial Management Management Team

Contact top employees from Stack Financial Management

Summary

Stack Financial Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Whitefish, Montana, USA. The number of employees ranges from 100 to 250. The annual revenue of Stack Financial Management varies between 1 and 10M. To connect with Stack Financial Management employee register on SignalHire.

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
Estimated Annual Revenue$1 - 10M
Operating StatusIndependent Company

Stack Financial Management Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
Revenue
Funding
1970- 1-10 8.8M $0
-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
Email (4)
j***@investech.com , j***@research.ibm.com , j***@aol.com , ...
Phone (2)
+1-323-***-**99 , +1-480-***-**73
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Kayla
KaylaSr. Client Relationship Professional
Phone (1)
+1-***-***-0082
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Zach Jonson
Zach JonsonChief Investment Officer
Email (2)
z***@cu.edu , z***@gmail.com
Phone (3)
+1-623-***-**59 , +1-205-***-**56 , ...
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Joe Laszewski
Joe LaszewskiSenior Portfolio Manager
Phone (1)
+1-***-***-2334
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Catherine Hetrick
Catherine HetrickManaging Partner
Phone (1)
+1-***-***-1809
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Dillon Manley
Dillon ManleySenior Wealth Strategist
Email (4)
d*****y@wealthvest.com , d***********y@fmr.com , d***********y@fidelity.com , ...
Phone (1)
+1-***-***-0753
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Benjamin Hayes
Benjamin HayesClient Relationship Specialist
Email (2)
h***@glendorn.com , h***@aol.com
Phone (3)
+1-909-***-**23 , +1-520-***-**77 , ...
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Shawna Christianson
Shawna ChristiansonClient Relationship Specialist
Phone (1)
+1-***-***-0439
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Jeanine Morreim
Jeanine MorreimChief Compliance Officer
Phone (1)
+1-***-***-6554
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Annell Danczyk
Annell DanczykSr. Portfolio Manager
Email (4)
d***@energy.gov , d***@yahoo.com , d***@aol.com , ...
Phone (3)
+1-870-***-**13 , +1-205-***-**15 , ...
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Aimee Weller
Aimee WellerDirector of Client Relations
Phone (1)
+1-***-***-8133
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Kayla
KaylaSr. Client Relationship Professional
Email (4)
k***@permit.com , k***@hotmail.com , ****@aol.com , ...
Phone (2)
+1-909-***-**76 , +1-520-***-**41
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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.
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.
Stack Financial Management's revenue is approximately 7.5M.
Well-known competitors of Stack Financial Management include ISC Financial Advisors and Hamilton Investment Counsel.

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