Jim Stack

Chief Executive Officer at Stack Financial Management, Inc.

73 year

Finance

Consumer Services

Commercial Services

Profile

Mr. James B.
Stack is a Founder & Chief Executive Officer at Stack Financial Management, Inc. He was hired as an engineer with IBM Research in Boulder, CO.
He quickly advanced to Project Manager in Research & Development and has several U.S.
patents to his name.
In 1979, Mr. Stack left IBM to start InvesTech Research, a financial research firm.
He has B.S., Mechanical Engineering from Montana State University.

Jim Stack active positions

Companies	Position	Start
Stack Financial Management, Inc. Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.	Chief Executive Officer	1994-01-18

All active positions of Jim Stack

Former positions of Jim Stack

Companies	Position	End
Investech Ltd. (United States)	Corporate Officer/Principal	-
IBM Research IBM Research Miscellaneous Commercial ServicesCommercial Services Part of International Business Machines Corp., IBM Research is a corporate research lab with over 3,000 researchers in 19 locations across six continents. The company is based in Yorktown Heights, NY and was founded by Thomas Boudalier. The company invests in breakthroughs such as artificial intelligence, quantum computing, and blockchain technology. IBM Research is dedicated to applying AI and science to industry challenges, from healthcare to environmentalism to retail.	Corporate Officer/Principal	-

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Training of Jim Stack

Montana State University

Undergraduate Degree

Experiences
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Linked companies

Private companies	3
Stack Financial Management, Inc. Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.	Finance
Investech Ltd. (United States)
IBM Research IBM Research Miscellaneous Commercial ServicesCommercial Services Part of International Business Machines Corp., IBM Research is a corporate research lab with over 3,000 researchers in 19 locations across six continents. The company is based in Yorktown Heights, NY and was founded by Thomas Boudalier. The company invests in breakthroughs such as artificial intelligence, quantum computing, and blockchain technology. IBM Research is dedicated to applying AI and science to industry challenges, from healthcare to environmentalism to retail.	Commercial Services

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