

Mike Bolar
Chief Investment Officer and Senior Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
United States, Arizona, Scottsdale
About Me
Mike is a member of the Stoker Ostler executive committee, together with Michelle Decker and Mike Halls, guiding the long and short-term direction of the firm. He works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals. Mike offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients. He is the chairman of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies. Mike joined the firm in 2003 with nearly three decades of experience as a team member responsible for the ma
Profile Information
Chief Investment Officer and Senior Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Scottsdale
Arizona
United States
May 15, 2024
More profiles to browse
EN
Evan Nuttall
Portfolio Manager
MH
Michael Halls
Director and Senior Portfolio Manager
Michelle Decker
Managing Director and Senior Portfolio Manager
DL
Daniel Lloyd-Roberts
Portfolio Manager
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST