Bristlecone Advisors

Description

Address: 999 3rd Ave #600, Seattle, WA 98104 Phone: (206) 664-2500Hours: Place name: : : : Website: : Category: : : Website: http://www.bristleconeadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bristlecone Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Bristlecone Advisors Employees

Employee
Years
Job
Industry
Anthony Waltier Anthony Waltier Greater Seattle Area Details
Anthony Waltier's Bristlecone Advisors Experience May 2015 - Present
Job Intern at Bristlecone Advisors
Industry Financial Services
Experience
Bristlecone Advisors   May 2015 - Present
Woodmark Waterfront Adventures   May 2014 - August 2014
Outdoors for All Foundation  December 2010 - February 2012

Skills
Teamwork, Public Speaking, Microsoft Office

Education
Gonzaga University   2013 — 2017
School of Business, Finance and International Business

Archbishop Murphy High School   2009 — 2013
High School, 3.96

Kari Kokenge, CFA Kari Kokenge, CFA Greater Seattle Area Details
Kari Kokenge, CFA's Bristlecone Advisors Experience June 2004 - September 2006
Job Product Strategy Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments  December 2013 - Present
Russell Investments  August 2012 - December 2013
Bristlecone Advisors   June 2004 - September 2006
Cornerstone Advisors  October 1999 - May 2004
Russell Investment Group  June 1991 - July 1999

Skills
Relationship..., Investment goal..., Investment Policy, Data Analysis, Financial Management, Position Papers

Education
University of Puget Sound   1988 — 1992
BA Business Administration, Finance, Economics

John R. Richmond John R. Richmond Greater Seattle Area Details
John R. Richmond's Bristlecone Advisors Experience 2013 - 2014
Job Fiduciary Associate at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management  July 2015 - Present
Bristlecone Advisors   2013 - 2014
Bulldog Investment Group   January 2011 - May 2013
Century 21 Beutler-Waterfront   April 2012 - February 2013
Gonzaga University  September 2009 - May 2011

Skills
Financial Analysis, Portfolio Management, Investments, Customer Service, Microsoft Office, Private Equity, Venture Capital, Microsoft Excel, Hedge Funds, Equity Trading, Asset Allocation, Teamwork, Performance Measurement, Leadership, Public Speaking, Project Management, WordPress, Analytics, Market Analysis, Alternative Investments

Education
Gonzaga University   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics

O'Dea High School

Landon Sach Landon Sach Greater Seattle Area Details
Landon Sach's Bristlecone Advisors Experience April 2014 - March 2015
Job Trading and Operations Analyst at The Clarius Group
Industry Financial Services
Experience
The Clarius Group   March 2015 - Present
Bristlecone Advisors   April 2014 - March 2015

Skills
Financial Analysis, Outlook, Investments, Finance, Microsoft Office, Portfolio Management, Microsoft Excel, Equities, Leadership, Marketing, Psychology

Education
Seattle University   2011 — 2013
Bachelor of Arts (B.A.), Psychology, Finance

Pepperdine University   2010 — 2011
Business Administration and Management, General

Allison Jorgensen Allison Jorgensen Seattle, Washington Details
Allison Jorgensen's Bristlecone Advisors Experience September 2010 - August 2012
Job Program Assistant at Bill and Melinda Gates Foundation
Industry Nonprofit Organization Management
Experience
Bill and Melinda Gates Foundation  August 2013 - Present
Bill and Melinda Gates Foundation  August 2012 - August 2013
Bristlecone Advisors   September 2010 - August 2012
Global Visionaries  December 2009 - May 2010

Skills
Quicken, Quickbooks, Microsoft Office, Outlook, Customer Service, QuickBooks, Microsoft Excel, Interviews, Research, Office Management, Fundraising, Time Management

Education
University of Washington   2006 — 2010
Bachelor of Arts, Sociology

Panepistimion Ioanninon   2009 — 2009
Greek Language and Culture

Scott Oswald, CFA, FRM, CAIA Scott Oswald, CFA, FRM, CAIA Greater Seattle Area Details
Scott Oswald, CFA, FRM, CAIA's Bristlecone Advisors Experience July 2006 - Present
Job Principal at Bristlecone Advisors
Industry Investment Management
Experience
Bristlecone Advisors   July 2006 - Present
Todd Pacific Shipyards  June 2005 - September 2005
Safeco Mutual Funds  2001 - 2004

Skills
Investments, Financial Modeling, Portfolio Management, Economic Research, Investment Management

Education
University of Washington, Michael G. Foster School of Business   2004 — 2006
Master of Business Administration (M.B.A.)

   2005 — 2005

Syracuse University   1996 — 2000
Bachelors

Syracuse University - London   1999 — 1999

Hershey High School   1992 — 1996
High School

Beth King Beth King Greater Seattle Area Details
Beth King's Bristlecone Advisors Experience February 2004 - May 2010
Job at McCutchen Group
Industry Financial Services
Experience
McCutchen Group   May 2010 - Present
Bristlecone Advisors   February 2004 - May 2010

Education
American University   1998 — 2002

Erich Gebbie Erich Gebbie Greater Seattle Area Details
Erich Gebbie's Bristlecone Advisors Experience January 2007 - September 2011
Job Partner at W. E. Nightingale & Co., Inc.
Industry Financial Services
Experience
W. E. Nightingale & Co., Inc.   October 2011 - Present
Bristlecone Advisors   January 2007 - September 2011
Cornerstone Advisors, Inc. (Bellevue, WA)   January 2003 - December 2007
Nightingale and Farber Capital   August 2000 - December 2002
Summit Capital  July 1999 - July 2000

Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Investments, Financial Modeling, Financial Analysis, Competitive Analysis, Securities, Hedge Funds, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Strategic Financial...

Education
University of Notre Dame   1998 — 1999
MBA, Finance

Seattle University   1989 — 1994
BA, Accounting

Ashley Mooney Ashley Mooney Greater Seattle Area Details
Ashley Mooney's Bristlecone Advisors Experience November 2011 - Present
Job Operations and Compliance Associate at Bristlecone Advisors in Seattle
Industry Investment Management
Experience
Bristlecone Advisors   November 2011 - Present
Rigel Capital, LLC   August 2002 - August 2010

Education
Gonzaga University - School of Business Administration

Tony Waltier Tony Waltier Bellevue, Washington Details
Tony Waltier's Bristlecone Advisors Experience 2010 - Present
Job Partner Portfolio Manager at Bristlecone Advisors
Industry Investment Management
Experience
Bristlecone Advisors   2010 - Present

Skills
Alternative Investments, Asset Allocation, Equities, Absolute Return, Asset Managment, Portfolio Management, Investments, Wealth Management, Investment Advisory, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Financial Analysis, Wealth Management..., Private Equity

Education
Gonzaga University - School of Business Administration
Business Management, Finance

Tom McAndrews Tom McAndrews New York, New York Details
Tom McAndrews's Bristlecone Advisors Experience June 2010 - July 2011
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman  March 2014 - Present
Goldman Sachs  July 2013 - January 2014
Tuck School of Business at Dartmouth College  September 2011 - June 2013
Goldman Sachs  June 2012 - August 2012
Bristlecone Advisors   June 2010 - July 2011
US Trust  February 2008 - May 2010

Skills
Investment Banking, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Business Strategy, Banking, Financial Services, Private Equity, Valuation, Mergers

Education
Tuck School of Business at Dartmouth   2011 — 2013
Master of Business Administration (MBA)

Eastern Washington University   2003 — 2007
Bachelor of Arts (BA), Business Administration