James Stack

James Stack

Formal First Name

James Stack is the President and Founder of Stack Financial Management and InvesTech Research, which has earned widespread recognition for its time-proven risk-allocation strategies. His financial research firm has been nationally renowned with distribution in all 50 states and 47 foreign countries. His management responsibility includes all portfolio management meetings and sector allocations. With a distinctive approach to stock market analysis, James is frequently quoted in financial publications such as Barron’s, Money Magazine, The Wall Street Journal, Forbes and USA Today.

Professional Experience

Academic History

Accolades and Recognitions

  • Carnegie Medal, Recognition of an Outstanding Act of Heroism
  • The Trusted Advisor Award, MoneyShow
  • Stewardship Award, Lifetime Achievement - Whitefish Chamber of Commerce