Kevin Sean Berry

Compliance Officer chez Bristlecone Advisors LLC

Profil

Mr. Kevin S.
Berry is a Partner at Bristlecone Advisors LLC.
He works with clients to implement specific strategies to simplify the complexities that often accompany wealth, returning time and peace of mind to them and their families.
He also serves as the Managing Partner at Bristlecone, helping to guide the firm and build the teams that support clients.
He has more than 35 years of experience in the financial industry: 20 of those years with high net worth clients and their families.
After working at a large national firm for more than 30 years, Mr. Berry merged his practice with Bristlecone in 2010.
He has a Bachelor of Arts in Economics from the University of California Santa Barbara and has served on a number of local boards and foundations, including St. Thomas School where he serves on the Finance Committee and the Investment Committee.

Postes actifs de Kevin Sean Berry

Sociétés	Poste	Début
Bristlecone Advisors LLC	Compliance Officer	01/04/2010

Formation de Kevin Sean Berry

University of California, Santa Barbara

Undergraduate Degree