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Joe Laszewski
Portfolio Manager-Equities at Stack Financial Management, Inc.
Profile
Mr. Joseph M.
Laszewski is a Senior Portfolio Manager at Stack Financial Management, Inc. (SFM).
He joined SFM in 2016 and serves as a Portfolio Manager on the SFM Portfolio Management Team.
He began his professional career in public accounting and most recently served as a portfolio manager in the asset management division of a large regional bank, serving both institutional and high net worth clients.
He earned his Bachelor of Accountancy degree from the University of North Dakota, and is a Certified Public Accountant.
He holds a Masters of Investment Management and Financial Analysis degree and is a Chartered Financial Analyst charter holder.
Joe Laszewski active positions
Companies | Position | Start |
---|---|---|
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Portfolio Manager-Equities | 2016-02-29 |
Former positions of Joe Laszewski
Companies | Position | End |
---|---|---|
Bell Bank (Fargo, North Dakota)
![]() Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Portfolio Manager-Equities | - |
Training of Joe Laszewski
University of North Dakota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Bell Bank (Fargo, North Dakota)
![]() Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Finance |
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
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