What departments does Stack Financial Management have?

Stack Financial Management has employees across 2 departments including Information Security, Legal.

What is the largest department at Stack Financial Management?

The largest department at Stack Financial Management is Information Security with 1 employees.

Where are Stack Financial Management employees located globally?

Stack Financial Management has employees across 1 continents and 1 countries including United States Of America.

How has Stack Financial Management's team size changed over time?

Stack Financial Management's team has decreased from approximately 16 to 12 employees based on available data.

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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.

Stack Financial Management Global Highlights

North America
19

United States Of America
19

Stack Financial Management's Leadership

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

Stack Financial Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Legal
Program & Project Management
Other
Administrative

Contact profiles from Stack Financial Management

Name

Title

Contact Info

Location

Last Update

A. P.
Chief Information Security Officer
Mobile Phone
Email
Jun 07, 2026
C. H.
President
Mobile Phone
Email
Nov 14, 2025
J. M.
Chief Compliance Officer
Mobile Phone
Email
Jun 08, 2026
A. W.
Director Of Client Relations
Mobile Phone
Email
Jun 29, 2026
K. B.
Senior Client Relationship Professional
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Stack Financial Management known for?

Stack Financial Management was founded in 1994 operates in the Investment Management industry; you can contact the 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?

Stack Financial Management employees' email format typically follows the pattern of . 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?

Stack Financial Management has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 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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Stack Financial Management Employee Directory

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