About James Stack

James Stack, president of InvesTech Research and Stack Financial Management, isn't your typical investment advisor. His office is over 2,200 miles away from Wall Street, in Montana, located on the shores of Whitefish Lake. But this locale hasn't prevented Jim from helping investors to develop an objective, safety-first investment strategy focused on risk management. Formerly a project manager for IBM Research with a number of domestic and international patents to his credit, Jim has a graduate degree in engineering, with post-graduate study in business. After founding InvesTech Research in 1979, he began publishing the InvesTech Market Analyst in 1982 and added the InvesTech Portfolio Strategy (formerly the InvesTech Mutual Fund Advisor) four years later. Jim and his staff maintain over a century of financial and market data, and create all of the custom analysis software used by InvesTech.

In addition to addressing numerous investment seminars, Jim has been a guest on "Wall $treet Week with Louis Rukeyser," and is regularly invited to appear on the "Nightly Business Report" (on all PBS stations), CNN's "Business Day" and "Moneyline," and CNBC.

In June 2000, Jim was awarded a Carnegie Medal in "recognition of an outstanding act of heroism" for a midnight rescue following a boating accident near his home on Whitefish Lake. Working and living near the majestic Glacier National Park (a feature Barron's article described it as "Far From the Madding Crowd"), Jim and his wife Lisa spend their rare spare time skiing and white-water kayaking.

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