![Tony Waltier](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Eerdere bekende functies van Tony Waltier
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-10-2025 |
Opleiding van Tony Waltier
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
20
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 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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