Michael Griffin is a CFA® charterholder with 16 years of experience in the financial industry. He has been with Stack Asset Management since 2009 and also operates an accounting firm, Michael Griffin CPA PC, where he spends a significant portion of his time on tax returns and consulting. Stack Asset Management serves individual and high-net-worth clients, as well as families, trusts, estates, and business entities, providing customized discretionary investment management. The firm employs a long-term, asset-allocation-driven approach informed by macroeconomic analysis and fundamental research, tailoring portfolios primarily with stocks, ETFs, and bonds.

Robert Stack is a financial advisor at Stack Asset Management in San Diego, CA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stack And Associates since 1988. Outside of investment advising, he owns an accounting and tax services firm, which he has managed since 1998. Stack Asset Management serves individual and high-net-worth clients, families, trusts, estates, and business entities by providing customized discretionary investment management. The firm’s approach is long-term and asset-allocation driven, combining macroeconomic analysis with fundamental company research to tailor portfolios primarily composed of stocks, ETFs, and bonds.