Tony Waltier
Mitglied des Investmentausschusses bei 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.
Aktive Positionen von Tony Waltier
Unternehmen | Position | Beginn |
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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. | Mitglied des Investmentausschusses | 01.04.2010 |
Ausbildung von Tony Waltier
Gonzaga University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |