Lant William Webb
Investment Committee Member at Stoker Ostler Wealth Advisors, Inc.
Profile
Mr. Lant W.
Webb, CFA, is a Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He delivers premier customer service and comprehensive financial services to clients.
He strongly identifies with Stoker Ostler’s values to develop mutual respect with clients by putting their needs first and maintaining a high level of excellence, education, and credentials in the investment and financial planning fields.
He seeks to understand each client’s unique situation and help them identify planning and investment solutions to reach their financial goals.
Mr. Webb structures client portfolios, actively monitors investments, and rebalances accounts.
He prepares financial plans and handles various operations tasks and client service activities.
He contributes to the investment policy and strategy for the firm as a member of Stoker Ostler’s investment committee.
He joined Stoker Ostler in 2010.
He received his Bachelor's degree in Business Management with an emphasis in Finance at Brigham Young University, graduating magna cum laude.
He is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
He is a member of the CFA Society of Salt Lake and is the Executive Secretary of the Salt Lake Chapter of the BYU Management Society.
Lant William Webb 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. | Investment Committee Member | 31/03/2010 |
Training of Lant William Webb
| Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
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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