Justin Bobus
Analyst-Equity at Stoker Ostler Wealth Advisors, Inc.
Profile
Mr. Justin Bobus, CFA, is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. Mr. Justin joined Stoker Ostler in 2020 and has over 10 years of experience in the financial services industry.
In his role as Associate, Justin works with each of the Portfolio Managers to help manage client assets.
His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives.
Mr. Justin earned a Bachelor of Science and a Masters degree in and Accounting from University of Illinois Urbana-Champaign.
Justin is a Chartered Financial Analyst (CFA®) Charterholder and a Certified Public Accountant (CPA®).
Justin Bobus active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 31/03/2020 |
Training of Justin Bobus
| University of Illinois | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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