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Profil
Mr. Adam C.
Guenther, CFA, is a Partner at Bristlecone Advisors LLC.
As a Portfolio Manager at Bristlecone Advisors, he spends his time collaborating with clients, managing investment portfolios, and analyzing investment data.
He is also a member of the firm's Investment Committee, providing market analysis and investment recommendations to other Portfolio Managers and Client Advisors at Bristlecone.
In addition to developing and communicating customized strategies for his own clients, he manages the financial modeling process for the entire firm.
Before joining Bristlecone in September 2011, Mr. Guenther spent several years working as a Portfolio Analyst and Financial Advisor for high net worth clients in the Seattle area.
He received his Bachelor's degree from Western Washington University with a double major in Finance and Accounting.
Anciens postes connus de Adam Christian Guenther
| Sociétés | Poste | Fin |
|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Analyst-Equity | 01/10/2025 |
Formation de Adam Christian Guenther
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Western Washington University
 Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Finance |
