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Greg Stott

Senior Portfolio Manager

“I joined Stoker Ostler because I could be an active member in our on-going investment strategy.  I believe the best way to serve the individual needs of our clients is with a hands-on, client-focused approach.  At Stoker Ostler, we are accountable to our clients for the investment decisions we make on their behalf. That is important to me.” 

As a Senior Portfolio Manager at Stoker Ostler, Greg brings to the team a keen knowledge of the capital markets, equity analysis, portfolio management, and a strong global view of investments. Greg is a member of the firm’s investment committee, which sets investment policies and portfolio strategies for the firm.  He joined Stoker Ostler in 2005.  Previously, Greg had worked for large, national institutions in financial consulting and portfolio management. 

Greg is a member of the East Valley Estate Planners Association.  He received his MBA from the University of Minnesota, with an emphasis in finance, and a bachelor’s degree in psychology from Brigham Young University.

Greg is actively involved in youth activities in his community.  Currently, he serves as a Boy Scout leader, coaches local youth sports programs and is active in his church. He was involved with the Children’s Hospital Los Angeles when he and his family lived in California.