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Stack Financial Management Employee Directory

Investment ManagementMontana, United States11-50 Employees

Stack Financial Management, Inc. is an independent investment advisory firm based in Whitefish, Montana. The firm specializes in equity investing and follows a safety-first, risk-aware philosophy that draws on the approach developed by InvesTech Research. It emphasizes preserving capital and reducing volatility over the long term as part of its core objective.

It serves more than 850 clients across 47 states, employing a disciplined process for selecting equities with an emphasis on risk management. The firm was founded in 1994 to address demand for a portfolio strategy that prioritizes risk controls alongside potential gains. In 2026 Forbes recognized Stack Financial Management among America's Top Wealth Advisors, reflecting external acknowledgement of its advisory practice.

Find Stack Financial Management employees' phone numbers or email addresses

Stack Financial Management Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Stack Financial Management's Leadership

  • Chief Information Security Officer at Stack Financial Management
    A. P.
    Chief Information Security Officer
    Mobile Phone
  • Chief Compliance Officer at Stack Financial Management
    J. M.
    Chief Compliance Officer
    Mobile Phone
  • President at Stack Financial Management
    C. H.
    President
    Mobile Phone
  • Director Of Client Relations at Stack Financial Management
    A. W.
    Director Of Client Relations
    Mobile Phone
  • Senior Client Relationship Professional at Stack Financial Management
    K. B.
    Senior Client Relationship Professional
    Mobile Phone

Stack Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Legal
  • Program & Project Management
  • Other

Contact profiles from Stack Financial Management

Name
Title
Contact
Location
Last Update
  • Chief Information Security Officer at Stack Financial Management
    A. P.
    Chief Information Security Officer
    Mobile Phone
    Jun 07, 2026
  • President at Stack Financial Management
    C. H.
    President
    Mobile Phone
    Aug 25, 2026
  • Chief Compliance Officer at Stack Financial Management
    J. M.
    Chief Compliance Officer
    Mobile Phone
    Jun 08, 2026
  • Director Of Client Relations at Stack Financial Management
    A. W.
    Director Of Client Relations
    Mobile Phone
    Aug 21, 2026
  • Senior Client Relationship Professional at Stack Financial Management
    K. B.
    Senior Client Relationship Professional
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Stack Financial Management known for?

Minus sign iconPlus sign iconStack Financial Management was founded in 1994 and operates in the Investment Management industry. You can contact Stack Financial Management's main corporate office by phone at
+1-406-862-****
. Explore Stack Financial Management's company overview page for more information.

What is Stack Financial Management's most common email format?

Minus sign iconPlus sign iconStack Financial Management employees' email format typically follows the pattern of FirstL@stackfinancialmanagement.com. Trying to find reliable and up-to-date employee contact data? Find more Stack Financial Management email formats with LeadIQ.

How many employees does Stack Financial Management have currently?

Minus sign iconPlus sign iconStack Financial Management has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Stack Financial Management's key employees and leadership?

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As of August 2026, Stack Financial Management's key employees include:

  • Chief Information Security Officer: A. P.
  • Chief Compliance Officer: J. M.
  • President: C. H.
  • Director Of Client Relations: A. W.
  • Senior Client Relationship Professional: K. B.

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