Cody Rene Amis

Cody Rene Amis

Investment Committee Member at Stoker Ostler Wealth Advisors, Inc.

Finance
Consumer Services

Profile

Mr. Cody R.
Amis, CFA, is a Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He serves as a primary relationship manager and is responsible for the management of client portfolios.
He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals.
He specializes in designing investment solutions that reflect client’s unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs.
He has been providing wealth management for high-net-worth families and small business owners for over ten years.
He is a member of the Stoker Ostler Investment Committee responsible for setting investment policies and strategies for the firm.
He received a Bachelor of Business Administration degree in Finance and a Master of Science degree in Personal Financial Planning from Texas Tech University.
Mr. Amis is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute.

Cody Rene Amis active positions

CompaniesPositionStart
Investment Committee Member 2010-12-31
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Former positions of Cody Rene Amis

CompaniesPositionEnd
Portfolio Manager-Equities 2010-12-30
Portfolio Manager-Equities 2010-05-31
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Training of Cody Rene Amis

Texas Tech University Graduate Degree

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Connections

28

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4

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Linked companies

Private companies3

Finance

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Finance

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