David Evan Nuttalle
Portfolio Manager-Equities at Stoker Ostler Wealth Advisors, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michelle Lee Decker | F | - |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 26 years |
| Michael Craig Halls | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 24 years |
| Mike Bolar | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 21 years |
| Cody Rene Amis | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 13 years |
| Chad Bruening | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 18 years |
| Lant William Webb | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 14 years |
| Sean Michael Lunny | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 11 years |
| Dillon Chamberlain | M | - |
Brigham Young University
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 12 years |
| Kristen Bolar | F | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 8 years |
| Justin Bobus | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 4 years |
| Breane Coble | F | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 3 years |
| Cassandra Fernandez | F | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 6 years |
| Kyler Fuhriman | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 3 years |
| Dylan W. Owens | M | - |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | 3 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mitch Rencher | M | - |
Brigham Young University
| 10 years |
| James Zelnick | M | - |
Brigham Young University
| 6 years |
| Brandon Hurst | M | - |
Brigham Young University
| 4 years |
| Nick Martineau | M | - |
Brigham Young University
| 7 years |
| Leonce Arceneaux | M | - |
Brigham Young University
| 5 years |
| Matt Smith | M | - |
Brigham Young University
| - |
| James Norman Ogilvie | M | 38 |
Brigham Young University
| 7 years |
| Andre Bennin | M | - |
Brigham Young University
| 11 years |
| Cissy Xie | F | - |
Brigham Young University
| 5 years |
| James McKean | M | - |
Brigham Young University
| 7 years |
| Justin E. Price | M | - |
Brigham Young University
| 5 years |
| Tanner Payne | M | - |
Brigham Young University
| 7 years |
| Austin Argyle | M | - |
Brigham Young University
| 6 years |
| Collin Rockwood | M | - |
Brigham Young University
| 7 years |
| Drew Topham | M | - |
Brigham Young University
| 6 years |
| Zack Zaharis | M | - |
Brigham Young University
| 6 years |
| Cooper Ainge | M | - |
Brigham Young University
| 6 years |
| Jeff Kerr | M | - |
Brigham Young University
| 4 years |
| Donald H. Livingstone | M | 81 |
Brigham Young University
| 17 years |
| Justin Oldroyd | M | - |
Brigham Young University
| 6 years |
| George T. Robinson | M | - |
Brigham Young University
| 7 years |
| Joshua J. Flade | M | - |
Brigham Young University
| 4 years |
| Dan Hanks | M | - |
Brigham Young University
| 6 years |
| Jake Sant | M | - |
Brigham Young University
| 4 years |
| David Frazier | M | - |
Brigham Young University
| 3 years |
| Joseph Robert Harvey | M | - |
Brigham Young University
| 4 years |
| Bronson Fikus | M | - |
Brigham Young University
| 5 years |
| Trenton Christopher Laporte | M | - |
Brigham Young University
| 4 years |
| Jeffery Lewis | M | - |
Brigham Young University
| 4 years |
| John Koerper | M | - |
Brigham Young University
| 4 years |
| Riley Evans | M | - |
Brigham Young University
| 4 years |
| Sam Hobson | M | - |
Brigham Young University
| 6 years |
| Ben Dailey | M | - |
Brigham Young University
| - |
| Brycen Robison | M | - |
Brigham Young University
| 4 years |
| Terry Whalen | M | - |
Brigham Young University
| 2 years |
| Austin Metcalf | M | - |
Brigham Young University
| 6 years |
| Tay Bell | M | - |
Brigham Young University
| 5 years |
| Josh Kunzler | M | - |
Brigham Young University
| 4 years |
| Buck Bagwell | M | - |
Brigham Young University
| 4 years |
| Erik Gutierrez | M | - |
Brigham Young University
| 4 years |
| Todd Thurgood | M | - |
Brigham Young University
| 3 years |
| Gregory Schulz | M | - |
Brigham Young University
| 3 years |
| Kurt Henderson | M | - |
Brigham Young University
| 5 years |
| Nate McBride | M | - |
Brigham Young University
| 6 years |
| Sydnie Keddington | F | - |
Brigham Young University
| 4 years |
| Danny Jones | M | - |
Brigham Young University
| 6 years |
| Alima Vanderholm | F | - |
Brigham Young University
| 6 years |
| David S. Wang | M | - |
Brigham Young University
| 5 years |
| Andrew Bonin | M | - |
Brigham Young University
| 5 years |
| Mark Neider | M | - |
Brigham Young University
| 4 years |
| Matt Larson | M | - |
Brigham Young University
| 6 years |
| Cameron Jones | M | - |
Brigham Young University
| 4 years |
| Chase Ellsworth | M | - |
Brigham Young University
| 4 years |
| Chris Jacobs | M | - |
Brigham Young University
| 4 years |
| James Pooley | M | - |
Brigham Young University
| 2 years |
| Nathan Louder | M | - |
Brigham Young University
| 4 years |
| Jordan D. Hughes | M | - |
Brigham Young University
| 3 years |
| Christian Ward | M | - |
Brigham Young University
| 2 years |
| Taylor Harrington | M | - |
Brigham Young University
| 3 years |
| Kurt Christopher Barton | M | - |
Brigham Young University
| 7 years |
| Robbie Lee Wilkins | M | - |
Brigham Young University
| 4 years |
| Andrew W. Montgomery | M | - |
Brigham Young University
| 6 years |
| Trenton Murphey | M | - |
Brigham Young University
| 4 years |
| Christian S. Maynes | M | - |
Brigham Young University
| 4 years |
| Austin P. Boaz | M | - |
Brigham Young University
| 4 years |
| Zach Edwards | M | - |
Brigham Young University
| 5 years |
| Blake Brown | M | - |
Brigham Young University
| 4 years |
| Blake Bartolomei | M | - |
Brigham Young University
| 5 years |
| Jordan Larsen | M | - |
Brigham Young University
| 2 years |
| Christopher Lloyd | M | - |
Brigham Young University
| 6 years |
| Dallin Hyer | M | - |
Brigham Young University
| 4 years |
| Bracken Seaberg | M | - |
Brigham Young University
| 4 years |
| Steve Hale | M | - |
Brigham Young University
| 4 years |
| Dustin Drees | M | - |
Brigham Young University
| 6 years |
| Ryan Smith | M | - |
Brigham Young University
| 6 years |
| Prabhab Banskota | M | 44 |
Brigham Young University
| 2 years |
| Michael Johnson | M | - |
Brigham Young University
| 4 years |
| Cole Turner | M | - |
Brigham Young University
| 7 years |
| Travis Edwards | M | - |
Brigham Young University
| 4 years |
| Tyler Duke | M | 35 |
Brigham Young University
| 6 years |
| Burke Davis | M | - |
Brigham Young University
| 7 years |
| TJ Stone | M | - |
Brigham Young University
| 6 years |
| Bradley J. Gulbrandsen | M | - |
Brigham Young University
| 6 years |
| Jarom Beames | M | - |
Brigham Young University
| 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 98 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- David Evan Nuttalle
- Personal Network
