Lee Ann Reitz

Finance

Consumer Services

Profile

Ms. Lee A.
Reitz is Regional Operations Manager at Stoker Ostler Member Harris Wealth Advisors, Inc. Prior to that, she worked with Stocker Oster Wealth Advisors, Inc. since 2006.
Later the firm was acquired by Harris Private Bank in September 2009.
She is an Operations Analyst, working directly with all Portfolio Managers.
She monitors daily account activity for clients and is responsible for the smooth transition of new clients, in addition to performance reporting.
Ms. Reitz received her bachelor’s degree in accounting from Western Michigan University.

Former positions of Lee Ann Reitz

Companies	Position	End
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.	Corporate Officer/Principal	-

See the detail of Lee Ann Reitz's experience

Training of Lee Ann Reitz

Western Michigan University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies