Lisa Stack

Lisa Stack is the Managing Partner at Stack Financial Management in Whitefish, Montana, where she oversees the firm's financial operations, strategic planning, and client service. She played a pivotal role in developing the firm's framework and structure, contributing to its growth to over $1 billion in assets under management. Her key responsibilities include overseeing investment strategy, risk management, and firm leadership.

Lisa Stack's investment focus is broad, covering sectors including technology, consumer staples, healthcare, energy, and diversified equities, as evidenced by Stack Financial Management's holdings in companies such as Microsoft, Walmart, Berkshire Hathaway, and Quanta Services. The firm is known for a 'safety first' approach and specializes in comprehensive wealth planning and risk-averse portfolio management for clients nationwide, with 93% of their customer base outside Montana.

Prior to her current role, Lisa served as Chief Financial Officer for InvesTech Research and Stack Financial Management for over three decades, and previously as Accounting Assistant at Kalispell Regional Medical Center. She holds a Bachelor of Science in Finance & Marketing from Montana State University-Bozeman and is recognized for her expertise in financial oversight, investment strategy, and operational leadership. Lisa's significant industry impact includes co-founding SFM, helping it become the only Montana firm ranked in Barron's Top 100 Independent Financial Advisors.