Lant Webb - Portfolio Manager


Portfolio Manager

Lant works in Stoker Ostler’s Salt Lake City office, serving as a primary relationship manager, financial planner, and portfolio manager. He values delivering premier customer service and comprehensive financial advice to add profit and peace of mind to his clients’ lives. He strongly identifies with Stoker Ostler’s values to develop mutual respect with clients by putting their needs first and maintaining a high level of excellence, education, and credentials in the investment and financial planning fields. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He contributes to the investment policy and strategy for the firm as a member of Stoker Ostler’s investment committee. Lant joined Stoker Ostler in 2010.

Lant received his bachelor’s degree in business management with an emphasis in finance at Brigham Young University, graduating magna cum laude. Lant is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Lant is a member of the CFA Society of Salt Lake and has served in various leadership positions, including President, in the Salt Lake Chapter of the BYU Management Society, which annually raises tens of thousands of dollars to fund needs-based scholarships for high school seniors headed to college. For the past three years, he has served on the Wasatch Peak Academy charter school board.

Lant is fluent in Spanish and enjoys doing a little bit of everything: sports, camping, hiking, traveling, snowboarding, serving in the community, and spending time with family and friends.