Molly Werk

Molly Werk is a Portfolio Manager at Stockman Wealth Management, based in Missoula, Montana, where she provides tailored portfolio management services for individuals and institutions. Her current responsibilities include developing investment strategies that align with clients’ unique goals, risk profiles, and liquidity needs, with a focus on asset allocation across equities, fixed income, mutual funds, and ETFs.

Werk oversees portfolios spanning multiple sectors, employing a disciplined approach to security selection and balancing sector exposures in line with client preferences and market conditions. She works with high-net-worth individuals, businesses, and retirement plans, drawing on in-depth mutual fund, ETF, and asset allocation analysis to optimize performance while managing risk.

Her career at Stockman Wealth Management began as an Account Administrator, where she gained expertise in account operations before moving into portfolio management. Werk holds a Bachelor’s degree in Management Information Systems from the University of Montana, providing her with strong analytical and technological skills that enhance her investment decision-making and client service.