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About
Kary Parks is a Portfolio Manager at STOCKMAN WEALTH MANAGEMENT, INC., based in Kalispell, Montana, where she oversees the construction and management of client investment portfolios, tailored to individual financial goals and risk profiles. Her responsibilities include developing asset allocation strategies, conducting research on financial markets, and collaborating with clients to align investment decisions with their long-term objectives. Parks leverages her expertise in a broad range of asset classes—including equities, fixed income, and alternative investments—focusing on delivering a diversified and risk-adjusted investment experience. The search results confirm her association with Stockman Wealth Management in Kalispell, MT, though they do not specify further detail on sector or industry focus. Parks brings valuable experience from her previous role as Road Club Coordinator at Hanser's Wrecker & Remediation, where she honed project management and client communication skills that now complement her investment advisory work. Her transition into wealth management reflects a commitment to professional growth and client service excellence. Parks holds a Financial Planning Certificate from the Boston Institute of Finance and a BS in Wellness Management/Exercise Science from Black Hills State University. These credentials reflect her dedication to both technical financial competencies and holistic client well-being. While direct information on her investment philosophy or sector specializations is not available in the search results, her background in financial planning and portfolio management suggests a focus on comprehensive wealth strategies for individuals and families. To date, Parks’ career highlights reflect her ability to integrate rigorous financial analysis with a client-centered approach, contributing to the integrity and performance of Stockman Wealth Management’s investment offerings. Further contributions or notable achievements within the investment industry are not detailed in the available information.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stockman Wealth Management | Portfolio Manager | Feb 2017 to Present | — |
| Hanser's Wrecker & Remediation | Road Club Coordinator | Nov 2015 to Feb 2017 | — |
Education
Boston Institute of Finance
Financial Planning Certificate, Financial Planning and Services
2018 — 2019
Black Hills State University
BS Wellness, Management/Exercise Science
2005 — 2009
Skills & Expertise
Others at Stockman Wealth Management, Inc. (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Kalispell, MT , United States | |
J Jennifer Hemphill | Investment Officer | Billings, MT , United States |
| Senior Analyst | Billings, MT , United States | |
| Senior Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States | |
| Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States | |
| Portfolio Manager | Bozeman, MT , United States |
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