Zach Jonson
Chief Investment Officer at Stack Financial Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jim Stack | M | 73 |
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. | 30 years |
| Scott William Callahan | M | - |
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 19 years |
| Cathy Hetrick | F | 75 |
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. | 27 years |
| Annell McKee Danczyk | F | 62 |
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. | 21 years |
| Jerry Paul | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 11 years |
| Dale N. Hatfield | M | 86 |
The University of Colorado
| 23 years |
| David L. Braddock | M | 79 |
The University of Colorado
| 23 years |
| Bill Owens | M | 72 |
University of Denver
| 17 years |
| Ryan T. Gill | M | - |
The University of Colorado
| 23 years |
| Joe Laszewski | M | - |
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. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Robert Straus | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 13 years |
| J. C. Waller | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 5 years |
| Rob Young | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 4 years |
| Luky Alfirman | M | 54 |
The University of Colorado
| 5 years |
| Ali Amirali | M | - |
The University of Colorado
| 3 years |
| Jonathan E. Iversen | M | - |
The University of Colorado
| 3 years |
| Paula A. Fleming | F | - |
The University of Colorado
| 7 years |
| Mick Kuehn | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 9 years |
| Rachel Sackmaster Young | F | - |
University of Denver
| 5 years |
| Chris Pusey | M | - |
The University of Colorado
| 6 years |
| Mark Grothe | M | - |
The University of Colorado
| 6 years |
| Robert Daniel Young | M | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 4 years |
| Scott Edward Snyder | M | 45 |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | 15 years |
| Michael Kornelsen | M | 63 |
The University of Colorado
| 3 years |
| Chae-Woong Jeong | M | 71 |
The University of Colorado
| 1 years |
| Ellie Salemi | F | - |
The University of Colorado
| 4 years |
| Cody Weber | M | - |
The University of Colorado
| 4 years |
| Eric Wynne Hickman | M | 47 |
The University of Colorado
| 4 years |
| James Ward | M | - |
The University of Colorado
| 4 years |
| Wilson Wheeler | M | - |
The University of Colorado
| 4 years |
| Brian D. Corcoran | M | - |
The University of Colorado
| 4 years |
| Douglas Elenowitz | M | - |
The University of Colorado
| 12 years |
| Seana Day | F | - |
The University of Colorado
| 3 years |
| Steve Starzec | M | - |
The University of Colorado
| 3 years |
| Robyn E. Zolman | F | - |
The University of Colorado
| 4 years |
| Ira Sago | M | - |
The University of Colorado
| 4 years |
| Kirstin N. Anderson | F | 51 |
The University of Colorado
| 3 years |
| Adam Code | M | - |
The University of Colorado
| 4 years |
| Justin Sheehan | M | - |
The University of Colorado
| 3 years |
| Douglas Salter | M | 60 |
The University of Colorado
| 2 years |
| Tyler Hand | M | - |
The University of Colorado
| 3 years |
| Ryan McGrath | M | 50 |
The University of Colorado
| 5 years |
| Ahmad Al-Neama | M | 43 |
The University of Colorado
| 4 years |
| Ryan O’Meara | M | - |
The University of Colorado
| 4 years |
| Sarah Lyn Keys | F | - |
The University of Colorado
| 3 years |
| Kyle Redfield | M | 40 |
The University of Colorado
| 4 years |
| Scott Edward Burg | M | 45 |
The University of Colorado
| 4 years |
| Houston Frost | M | 42 |
The University of Colorado
| 4 years |
| Jason Ian Abar | M | 49 |
The University of Colorado
| 1 years |
| Seth Berman | M | - |
The University of Colorado
| 5 years |
| Travis A. Hutchinson | M | - |
The University of Colorado
| 4 years |
| Yanan Zhu | M | - |
The University of Colorado
| 3 years |
| Melissa Archuleta | F | - |
The University of Colorado
| 4 years |
| Tarig Al-Aswad | M | 50 |
The University of Colorado
| 4 years |
| Yousef Al-Yousefi | M | - |
The University of Colorado
| 4 years |
| Carlie Rubino | F | - |
The University of Colorado
| 4 years |
| Danielle Marquis | F | - |
The University of Colorado
| 3 years |
| Sarah Nowfel | F | - |
The University of Colorado
| 4 years |
| Kristina Johnson | M | 67 |
The University of Colorado
| 14 years |
| Raymond Tonsing | M | - |
The University of Colorado
| 3 years |
| Russell Douglas Evans | M | - |
The University of Colorado
| 2 years |
| Scott Buck | M | - |
The University of Colorado
| 4 years |
| Oscar Moralez | M | - |
The University of Colorado
| 1 years |
| David Harmelin | M | - |
The University of Colorado
| 4 years |
| Charlie Wilson | M | - |
The University of Colorado
| 5 years |
| Ryan C. Morrison | M | - |
The University of Colorado
| 4 years |
| Blaine Anderson Docker | M | - |
The University of Colorado
| 4 years |
| Mike McLarney | M | - |
The University of Colorado
| 4 years |
| Guy Buck | M | - |
The University of Colorado
| 2 years |
| Lucy Stark | F | - |
The University of Colorado
| 3 years |
| Patrick Russell Walseth | M | - |
The University of Colorado
| 4 years |
| Joe K. Piper | M | - |
The University of Colorado
| 2 years |
| Ryan Heckman | M | - |
The University of Colorado
| 3 years |
| Mikkel Sandvik | M | 53 |
The University of Colorado
| 4 years |
| Michael H. Woods | M | 68 |
The University of Colorado
| 4 years |
| Paul Wormley | M | - |
The University of Colorado
| 4 years |
| Jeffrey Nicholas Schleppy | M | - |
The University of Colorado
| 4 years |
| Chris C. Dries | M | - |
The University of Colorado
| 2 years |
| Sven K. Grasshoff | M | - |
The University of Colorado
| 4 years |
| Zachary Scott Kiebler | M | - |
The University of Colorado
| 4 years |
| Stuart Kennedy | M | - |
The University of Colorado
| 4 years |
| Elizabeth Mary Uhl | F | 47 |
The University of Colorado
| 4 years |
| Abdulgani | M | 81 |
The University of Colorado
| 1 years |
| Tom Lookabaugh | M | 62 |
The University of Colorado
| 5 years |
| Asha Nayak | M | - |
The University of Colorado
| 9 years |
| Trevor Pierce Seelye | M | - |
The University of Colorado
| 5 years |
| Ryan Phillips | M | - |
The University of Colorado
| 5 years |
| Jesse Malcomb | M | - |
The University of Colorado
| 4 years |
| Joseph Michael Schwab | M | - |
The University of Colorado
| 4 years |
| Clark J. McNulty | M | - |
The University of Colorado
| 4 years |
| Dave Ryan | M | - |
The University of Colorado
| 2 years |
| Adam Averbach | M | - |
The University of Colorado
| 3 years |
| Jason K. Brenkert | M | - |
The University of Colorado
| 4 years |
| Michael D. Lynch | M | - |
The University of Colorado
| 3 years |
| Kristy Harris | F | - |
The University of Colorado
| 4 years |
| Erik Schafer | M | - |
The University of Colorado
| 4 years |
| Seth Jacob Meyer | M | - |
The University of Colorado
| 4 years |
| Justin Tabone | M | - |
The University of Colorado
| 4 years |
| Marci M. Fulton | F | - |
The University of Colorado
| 3 years |
| Rebecca Bray | F | - |
The University of Colorado
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Zach Jonson
- Personal Network
