Lee Ann serves as Operations Manager and plays an integral role in each client’s relationship overseeing the operations team that supports the systems and processes that are critical to the management of their investment portfolios. This includes managing accounting, performance, and reporting systems that deliver account information according to each client’s customized communications plan. This reporting system includes summaries of recent and historical account activity, performance appraisals, and tax relevant information that compliment information provided by the custodian of their financial assets. Lee Ann works closely with BMO’s compliance and governance groups to ensure Stoker Ostler’s compliance with all applicable regulations. She has extensive financial industry experience, having worked for large, national financial institutions as a senior operations professional. Lee Ann joined Stoker Ostler in 2006.
Lee Ann earned a Bachelor of Business Administration from Western Michigan University, and a Master of Business Administration from The University of Arizona.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.