Kristen Bolar
Analyst-Equity at Stoker Ostler Wealth Advisors, Inc.
Profile
Ms. Kristen Bolar is an Associate at Stoker Ostler Wealth Advisors, Inc. Her duties include active portfolio rebalancing, daily cash monitoring, building client relationships and performing various research projects and analyses.
She is focused on delivering a positive customer experience with each of her clients.
She joined Stoker Ostler in 2016 and has over 13 years of experience working in the banking and financial services industry.
Ms. Bolar's experience ranges from financial analysis in the treasury department to assisting Portfolio Managers in the trust department of Bank One in Phoenix and Scottsdale.
After taking some time off, she then worked as a bookkeeper for 8 years for a small, growing company.
She has a Bachelor’s degree in Finance from Southwest Missouri State University.
Kristen Bolar 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 | 2016-09-30 |
Training of Kristen Bolar
| Missouri State 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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