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Kevin Mccandlish

Kevin Mccandlish

Partner at Bristlecone Advisors, LLC

Lynnwood, WA , United States

About

Kevin McCandlish is a Partner at Bristlecone Advisors, a boutique wealth management firm based in Lynnwood, WA. In his current role, he is responsible for providing strategic investment guidance and comprehensive wealth management services to high-net-worth clients. His work is centered on customized portfolio construction and financial planning tailored to each client’s objectives.

Throughout his career, Kevin has developed expertise in multi-asset portfolio management, with a particular focus on equities, fixed income, alternative investments, and tax-efficient strategies for private clients and families. Previous positions include serving as a Wealth Advisor at BMO Harris Private Banking and advising at Upheaval, reflecting experience across private banking and advisory sectors.

Kevin holds an Executive Development Program credential from the University of Washington's Foster School of Business and a degree from Lincoln High. He is recognized for his commitment to client-centric solutions and has contributed to the firm’s collaborative approach in wealth and investment management, helping Bristlecone Advisors maintain its reputation for personalized, high-quality financial advice.

Career History

OrganizationRoleDate RangeDetails
Bristlecone AdvisorsPartnerMar 2015 to Present
UpheavalAdvisorNov 2018 to Present
Upheaval is a next-generation social and blockchain software company located in the Seattle area of Washington State.p
BMO Harris Private BankingWealth AdvisorJun 2009 to Feb 2015
Harris BankWealth AdvisorJun 2009 to Feb 2015
EverTrust Asset ManagementRelationship Manager and Trust AdministratorJun 2001 to Jan 2009
EverTrust Asset Management was acquired by KeyBank in 2004, and the name was eliminated in 2009.
Key Bank / Evertrust Asset ManagementRelationship ManagerJan 2003 to Jan 2008
SeafirstRelationship ManagerJan 1995 to Jan 2001

Education

University of Washington, Michael G. Foster School of Business

Executive Development Program

2008 2009

Lincoln High??

Skills & Expertise

Asset Management
Wealth Management
Finance
Wealth Management Services
Portfolio Management
High Net Worth Individuals
Asset Allocation
Private Banking
Team Building
Investment Management
Loans
Risk Management
Banking
Investment Advisory
Estate Planning
Commercial Lending
Strategic Planning
Process Improvement
Commercial Banking
Trust Services
Mortgage Lending
Independent Financial Advice
Cash Management
Management Consulting
Retail Banking
Fixed Income
Consumer Lending
Small Business Lending
Strategic Financial Planning
Leadership
Sales
Investments
Management
PowerPoint
Microsoft Excel
Change Management
Credit

Others at Bristlecone Advisors, LLC (5)

NameRoleLocation
C
Chris Taylor
PartnerBellevue, WA , United States
Jeff Parker
Jeff Parker
PartnerSeattle, WA , United States
T
Tony Waltier
Partner - Portfolio ManagerBothell, WA , United States
Joseph Winkler
Joseph Winkler
PartnerBellevue, WA , United States
K
Keith Vernon
PrincipalSeattle, WA , United States

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