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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bristlecone Advisors | Partner | Mar 2015 to Present | — |
| Upheaval | Advisor | Nov 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 Banking | Wealth Advisor | Jun 2009 to Feb 2015 | — |
| Harris Bank | Wealth Advisor | Jun 2009 to Feb 2015 | — |
| EverTrust Asset Management | Relationship Manager and Trust Administrator | Jun 2001 to Jan 2009 | EverTrust Asset Management was acquired by KeyBank in 2004, and the name was eliminated in 2009. |
| Key Bank / Evertrust Asset Management | Relationship Manager | Jan 2003 to Jan 2008 | — |
| Seafirst | Relationship Manager | Jan 1995 to Jan 2001 | — |
Education
University of Washington, Michael G. Foster School of Business
Executive Development Program
2008 — 2009
Lincoln High??
Skills & Expertise
Others at Bristlecone Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
C Chris Taylor | Partner | Bellevue, WA , United States |
| Partner | Seattle, WA , United States | |
T Tony Waltier | Partner - Portfolio Manager | Bothell, WA , United States |
| Partner | Bellevue, WA , United States | |
K Keith Vernon | Principal | Seattle, WA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Chief Investment Officer and Principal | Evergreen Capital Management LLC | Bellevue, WA , United States | |
| Equity Analyst | Evergreen Capital Management LLC | Bellevue, WA , United States | |
| Senior Portfolio Manager | DDD Partners, LLC | Bellevue, WA , United States | |
| Investment Analyst | Bensler, LLC | Redmond, WA , United States |