Michael Halls, CFA, CFP®
Senior Portfolio Manager
“Stoker Ostler has a unique culture that is client-centered and employee-friendly. From the moment I met Phil and Creg, I knew I wanted to be part of this outstanding organization. We really care about our clients and have cultivated a team of talented professionals that share a common set of values and ideals. For us, this is much more than a job. It is a chance to make a difference in the lives of our clients.”
Michael oversees Stoker Ostler’s Salt Lake City office. He works closely with clients to identify individual financial goals and develop a portfolio strategy that will achieve those goals. Michael offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for every client. Michael is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies. He joined Stoker Ostler in 2000 after spending several years as an analyst and manager in the financial services industry.
Michael is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional, as well as a current member of the CFA Institute. He earned his MBA from Arizona State University, W.P. Carey School of Business. Michael received his bachelor’s degree in finance from Brigham Young University.
Michael is involved in Boy Scouts and coaches youth baseball and basketball teams. He enjoys all types of outdoor activities including golfing, camping, hiking, fishing , hunting, softball, tennis, water skiing and boating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
