Stack Financial Management Inc

Joseph Laszewski is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Stack Financial Management Inc since 2016. He is also a non-managing member of SFM Legacy, LLC, an entity established to ensure the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser managing approximately $1.9 billion for individuals, pension plans, trusts, and charitable organizations. The firm employs an equity-oriented investment approach that adjusts allocations based on market risk and fundamental analysis, operating with an eight-advisor team that provides discretionary portfolio management.

James Stack is the founder of Stack Financial Management Inc and holds a Series 65 designation with 31 years of experience in the financial industry. He also founded and owns InvesTech Research, a stock market research firm and publisher of an investment newsletter, where he is involved in research, writing, and public speaking. Stack has been with Stack Financial Management since 1994 and has directed InvesTech Research since 1979. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team and focuses on equity-oriented portfolios that use historical, macroeconomic, and technical analysis to guide allocation decisions.

Jeanine Morreim is a Series 65-licensed financial advisor with five years of industry experience, currently with Stack Financial Management Inc in Whitefish, MT. She previously worked at Glacier Bancorp, Inc. for eleven years. Morreim is a non-managing member of SFM Legacy, LLC, an entity established for the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion across an eight-advisor team, focusing on equity-oriented portfolios with allocation adjustments based on market risk and proprietary research.

Aimee Weller is a financial advisor at Stack Financial Management Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Stack Financial since 2008. Weller is a non-managing member of SFM Legacy, LLC, an entity established to ensure the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser managing approximately $1.9 billion across a diverse client base that includes individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an equity-oriented investment approach with portfolio allocations adjusted based on market risk assessments and fundamental analysis.

Dillon Manley is a CFP® professional with six years of industry experience, currently serving as an advisor at Stack Financial Management Inc. He previously worked at Fidelity Investments and The Leaders Group, Inc., among other firms. Stack Financial Management is a fee-only registered investment adviser managing approximately $1.9 billion for individuals, plans, trusts, and charitable organizations. The firm emphasizes equity-oriented portfolios with allocation adjustments based on market risk analysis and offers sub-advisory services to other advisers.

Annell Danczyk is a CFA® charterholder with 18 years of industry experience. She has been with Stack Financial Management Inc since 2003, where she is part of an eight-advisor team based in Whitefish, MT. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion and focuses on equity-oriented portfolios with allocation shifts based on market risk, using a combination of historical, macroeconomic, and technical analysis.

Catherine Hetrick is a Series 65-licensed financial advisor with Stack Financial Management Inc. in Whitefish, MT, where she has worked since 1999. She has 21 years of industry experience and is part of an eight-advisor team. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion and focuses on equity-oriented portfolios with allocation adjustments based on market risk and a variety of analytical approaches.

Lisa Stack is a financial advisor at Stack Financial Management Inc with 16 years of industry experience. She holds a Series 65 credential and has been with Stack Financial Management since 1994. In addition to her advisory role, she serves as the Chief Financial Officer of Investech Research, a stock market research and investment newsletter firm, a position she has held since 1987. She is also co-owner of Last Best Place Investments, LLC, a non-investment business involved in real estate management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension plans, business entities, trusts, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team, focusing on equity-oriented portfolios and using proprietary research to guide allocation decisions, while also providing sub-advisory services to other advisers.

Zach Jonson is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at Stack Financial Management, Inc. since 2018 and previously spent 14 years at Icon Distributors, Inc. He is a non-managing member of SFM Legacy, LLC, an entity established to ensure the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team, focusing on equity-oriented portfolios that adjust allocations based on market risk, fundamental analysis, and sector studies.