CoverProfile

Eric Vermulm

Chief Investment Officer / Chief Operating Officer

Allied Investment Advisors LLC

United States, Montana, Conrad

About Me

Eric grew up on a farm near Conrad, Montana, and graduated from Conrad High School. He then attended Montana State University where he earned a Bachelor’s degree in Business Finance and a minor in Economics. Starting as a Loan Officer at Stockman Bank, Eric transitioned to Stockman Asset Management in 2004. During that time, he earned his Chartered Financial Analyst (CFA) designation. In 2009, he focused on fundamental and technical research and client communications as Senior Portfolio Manager at Stack Financial Management. In 2016, Eric rejoined Stockman Wealth Management as the Chief Investment Officer. Eric joined Allied Investment Advisors in February 2018.

Profile Information

Chief Investment Officer / Chief Operating Officer

Allied Investment Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Conrad

Montana

United States

Aug 31, 2025

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