Joe Laszewski

Joe Laszewski, CFA, CPA, is Senior Portfolio Manager at Stack Financial Management in Whitefish, MT, where he specializes in equity market research, stock selection, portfolio modeling, and trading for high-net-worth and institutional clients. His core responsibilities include leading fundamental research and portfolio management, with a particular focus on U.S. large-cap equities, as reflected by SFM’s significant allocations in sectors such as technology, consumer staples, energy, and healthcare.

Joe’s investment expertise is built on a foundation in public accounting, where he performed audits and financial analysis for a range of clients, and subsequent experience managing diversified equity and fixed income portfolios at a large regional bank for both private and institutional investors. His conservative, risk-averse approach to portfolio management is informed by his deep understanding of financial statements and capital markets.

Holding a Master’s in Investment Management and Financial Analysis from Creighton University and a Bachelor of Accountancy from the University of North Dakota, Joe is both a CFA charterholder and a Certified Public Accountant. His dual credentialing and versatile background enable him to contribute meaningfully to Stack Financial Management’s ongoing recognition as one of the top independent advisory firms, notably managing complex allocations across sectors such as technology, consumer, and healthcare.