Larry Dale Kinner
Gestionnaire de Portefeuille-Actions chez Bristlecone Advisors LLC
Profil
Mr. Larry D.
Kinner, CFA MBA, is a Partner at Bristlecone Advisors LLC.
He works with high net worth individuals and families to craft and implement customized investment strategies.
He has over thirty five years of experience.
Mr. Kinner was previously employed as a Managing Director by EverTrust Asset Management.
He earned a Bachelor of Arts in Business Administration-Accounting and Master of Business Administration- Finance from the University of Washington.
He also earned the right to use the Chartered Financial Analyst (CFA) designation.
Postes actifs de Larry Dale Kinner
| Sociétés | Poste | Début |
|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Gestionnaire de Portefeuille-Actions | 01/03/2015 |
Anciens postes connus de Larry Dale Kinner
| Sociétés | Poste | Fin |
|---|---|---|
EverTrust Asset Management
 EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit organizations. | Directeur en chef des Investissements | - |
Formation de Larry Dale Kinner
| University of Washington | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
EverTrust Asset Management
EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit organizations. | Finance |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |