In his role as Associate Portfolio Manager, Tanner works with each of the Portfolio Managers to help manage client assets. His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives. Tanner joined Stoker Ostler in 2022 and has over 6 years of experience in the financial services industry. Tanner earned a Bachelor of Science in Finance and Management from Providence College, in Rhode Island. Tanner has a background in banking as well as consulting for distressed businesses. In his free time, Tanner enjoys traveling, playing hockey,

Tanner Tuohy
Associate Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
United States, Arizona, Scottsdale
About Me
Profile Information
Associate Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Scottsdale
Arizona
United States
Jan 15, 2025
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