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Perfil
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.
Antiguos cargos conocidos de Tony Waltier.
| Empresas | Cargo | Fin |
|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Miembro del Comité de Inversión | 01/10/2025 |
Formación de Tony Waltier.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
20
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Gonzaga University
 Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Finance |
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