Lisa Ann Stack

Current Employers

Employment History

• 01/1987 → Present
  Investech Research
  Whitefish, MT
• 01/1994 → Present
  Stack Financial Management Inc
  Whitefish, MT

Other Businesses

LISA ANN STACK IS THE CHIEF FINANCIAL OFFICER (CFO) FOR INVESTECH RESEARCH. THE FIRM IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MT. INVESTECH RESEARCH CONDUCTS STOCK MARKET RESEARCH AND PUBLISHES A GENERAL CIRCULATION INVESTMENT NEWSLETTER AND WEBSITE KNOWN AS "INVESTECH RESEARCH." AS CFO, MRS. STACK MANAGES THE FIRM'S BUSINESS FINANCES, INCLUDING PAYROLL, BUDGETING AND BOOKKEEPING. SHE HAS OCCUPIED THIS POSITION SINCE JANUARY 1987 AND DEVOTES APPROXIMATELY 65 HRS/MO TO INVESTECH DURING SECURITIES TRADING HOURS. MRS. STACK IS ALSO THE CO-OWNER OF LAST BEST PLACE INVESTMENTS, LLC (LBPI). THE COMPANY WAS FORMED IN DECEMBER 2016 AND IS LOCATED AT 2472 BIRCH GLEN, WHITEFISH, MONTANA. LBPI IS THE OWNER OF AN OFFICE BUILDING IN WHITEFISH, MONTANA THAT IS LEASED BY STACK FINANCIAL MANAGEMENT, INC. LBPI IS NOT AN INVESTMENT-RELATED COMPANY. AS CO-OWNER OF LBPI, MRS. STACK IS ACTIVELY INVOLVED IN ALL ASPECTS OF THIS BUSINESS, INCLUDING MANAGEMENT OF THE REAL ESTATE PROPERTY. SHE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HER TIME TO THE COMPANY DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-14

Other Names

• Lisa Ann Gorton
• Lisa Gorton Stack