Scott Adair Oswald
Analyst-Equity chez Bristlecone Advisors LLC
Profil
Mr. Scott A.
Oswald is a Partner of Investment Management at Bristlecone Advisors LLC.
His role is to provide market valuation analyses, to review asset allocation decisions, and to research and select investment managers that best serve the clients' needs.
Prior to Bristlecone, Mr. Oswald gained invaluable work experience with the mutual funds group of Safeco Insurance.
He graduated from Syracuse University with a Bachelor's degree in Finance in 2000 and earned his Masters of Business Administration from the University of Washington in 2006.
He also earned the right to use the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
Postes actifs de Scott Adair Oswald
Sociétés | Poste | Début |
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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. | Analyst-Equity | 01/07/2006 |
Formation de Scott Adair Oswald
Syracuse University | Undergraduate Degree |
University of Washington | Masters Business Admin |
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Entreprise privées | 1 |
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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 |