You're signed outSign in or to get full access.
Annell Danczyk
Sr. Portfolio Manager at Stack Financial Management, Inc.
About
Annell Danczyk, CFA, serves as Senior Portfolio Manager and Vice President at Stack Financial Management in Whitefish, MT, where she specializes in 'safety-first' portfolio composition, market analysis, and sector allocation. Her role emphasizes rigorous risk management and thorough evaluation of market conditions to optimize client portfolios. Danczyk is noted for her focus on sector analysis, allocating assets across multiple equity sectors with particular attention to portfolio structure and downside risk control.
With over 20 years of investment industry experience, she joined Stack Financial Management in 2003 following roles as Program Manager at NSA Naples (U.S. Navy Facility Engineers) and Operations Research Analyst at the U.S. Army Test & Evaluation Command. These earlier positions contributed valuable analytical and management experience that now informs her strategic portfolio oversight.
Annell holds a Bachelor of Science in Chemical Engineering from Kansas State University and is a CFA Charterholder. She has been recognized among the Forbes "Top Women Wealth Advisors Best-in-State" for 2024, reflecting her significant contributions to investment management and leadership in equity sector analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stack Financial Management | Sr. Portfolio Manager | Dec 2003 to Present | — |
| NSA Naples - US Navy Facility Engineers | Program Manager | Nov 1997 to May 2000 | Program Manager for Naples Improvement Initiative. |
| US Army, Test & Evaluation Command | Operations Research Analyst | Feb 1994 to May 1997 | Designed and implemented tests to evaluate the operational efficiency of new Army equipment. |
| U.S. Department of Energy (DOE) | Facility Representative | Sep 1990 to Nov 1992 | DOE representative at Los Alamos National Lab facility |
| Fort Ord Directorate of Engineering and Housing | Facility Engineer | Sep 1988 to Dec 1989 | Supervisory Civil Engineer responsible for work management of maintenance repair orders |
| Arco Oil & Gas | Facility Engineer | Aug 1985 to Nov 1987 | Facility Planning Engineer and Engineer-in-Training for Permian Basin and Prudhoe Bay facilities and equipment |
Education
Kansas State University
Bachelor of Science (BS), Chemical Engineering
1980 — 1985
Others at Stack Financial Management, Inc. (4)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Manager | Whitefish, MT , United States |
 | Managing Partner | Whitefish, MT , United States |
 | Chief Investment Officer | Whitefish, MT , United States |
 | Managing Partner | Whitefish, MT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Stockman Wealth Management, Inc. | Kalispell, MT , United States |
J Jennifer Hemphill | Investment Officer | Stockman Wealth Management, Inc. | Billings, MT , United States |
