Ena Dashi
Keine laufenden Positionen mehr
Profil
Ms. Ena Dashi is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. She works directly with the Portfolio Managers to help facilitate the monitoring of clients' portfolios.
In this capacity, she helps to identify asset categories that have deviated from their original target allocations and may present a rebalancing opportunity.
When a rebalancing opportunity is identified, she works with Portfolio Managers to determine the appropriate trading actions for clients as necessary.
She also assists in the monitoring of cash reserve requirements and assists in identifying strategies that may enhance the tax efficiency of portfolios.
She is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
She joined Stoker Ostler in October of 2007.
Ms. Dashi graduated from Arizona State University with a Bachelor's degree in Economics and minor in Spanish.
Ehemalige bekannte Positionen von Ena Dashi
| Unternehmen | Position | Ende |
|---|---|---|
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. | Mitglied des Investmentausschusses | - |
Ausbildung von Ena Dashi
| Arizona State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
