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Chief Compliance Officer · Stack Financial Management Inc

Jeanine L. Morreim

CRD 7326965 · Named on Form ADV at one SEC-registered adviser

At a glance

Stack Financial Management Inc, an SEC-registered wealth manager based in Whitefish, MT with $2.0 billion in regulatory assets, lists Jeanine L. Morreim on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Jeanine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • James B. StackPresident, Chief Executive Officer, Director, Stack Financial Management Inc
  • Lisa A. StackSecretary/treasurer, Managing Partner, Director, Stack Financial Management Inc
  • Catherine M. HetrickManaging Partner, Stack Financial Management Inc
  • Annell M. DanczykVice President, Senior Portfolio Manager, Director, Stack Financial Management Inc
  • Joseph M. LaszewskiSenior Portfolio Manager, Stack Financial Management Inc

1 more person named with Jeanine on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeanine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.