Creg D. Ostler

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Finance

Consumer Services

Profile

Mr. Creg D.
Ostler, CFA MBA, is a Co-Founder & Managing Director at Stoker Ostler Wealth Advisors, Inc. Prior to founding Stoker Ostler in 1997, he spent many years in senior positions with large, national financial institutions, including Harris.
His expertise includes developing long-term investment strategies and communicating complex financial concepts.
He is the co-founder of Inner City Youth Charitable Foundation in Chicago as well as a volunteer for Heifer International.
Mr. Ostler received his bachelor’s degree in finance and estate planning from Brigham Young University and his MBA with a major in finance from the University of Chicago Graduate School of Business.

Former positions of Creg D. Ostler

Companies	Position	End
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns.	Founder	31/10/2013
Harris Bank Harris Bank Major BanksFinance Provides commercial banking services	Portfolio Manager-Equities	30/12/1996

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Linked companies

Private companies	4
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns.	Finance
Harris Bank Harris Bank Major BanksFinance Provides commercial banking services	Finance
Brigham Young University Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services