Tony Waltier
Membre du Comité d'Investissement chez Bristlecone Advisors LLC
Profil
Mr. Anthony D.
Waltier is a Partner & Portfolio Manager at Bristlecone Advisors LLC.
He works with high net worth individuals and their families to develop customized investment strategies that balance his clients' current income needs with long-term appreciation and growth strategies.
Mr. Waltier is also a member of Bristlecone Advisors Investment Committee and has provided investment guidance to clients, their families and businesses for nearly 30 years.
He holds a Bachelor of Arts in Business Management from Gonzaga University.
Postes actifs de Tony Waltier
| 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. | Membre du Comité d'Investissement | 01/04/2010 |
Formation de Tony Waltier
| Gonzaga University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
