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Mike Bolar

Mike Bolar

 

Mike Bolar is Chief Investment Officer & Senior Portfolio Manager at Stoker Ostler.

Stoker Ostler is a wealth advisory firm serving more than 600 individuals and families, across the United States and internationally, overseeing more than $1 billion in assets under management.

Mike chair’s the firm’s investment committee, which sets investment policies and portfolio strategies for the firm.  He works with clients in identifying their financial goals and establishing investment strategies to help reach those goals. Mike has experience in investing for individuals, trusts, endowments, pensions, mutual funds, and institutional clientele.

Mike has a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™. He is a current member and past president of the Phoenix Society of Financial Analysts and is a member of the CFA Institute. Mike also served as board member for the City of Phoenix Deferred Compensation Plan Trust.  He received his bachelor’s degree in economics from Wichita State University.

Mike is an avid hiker, backpacker, and reader and enjoys spending time with his wife and three daughters.