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About
Tony Waltier is a Partner and Portfolio Manager at Bristlecone Advisors, LLC, a leading independent fee-only wealth management firm and multi-family office headquartered in Bellevue, Washington. In his role, he is responsible for managing client portfolios, providing strategic investment guidance, and ensuring the firm's investment approach remains proactive, objective, and personalized to meet the unique financial goals of high-net-worth individuals and families. His expertise spans portfolio construction, asset allocation, and risk management, with a focus on equities, fixed income, and alternative investments tailored to the needs of affluent clients and family offices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bristlecone Advisors | Partner - Portfolio Manager | Jan 2010 to Present | — |
| US Trust | Senior Portfolio Manager | Jan 1986 to Jan 2010 | — |
Education
Gonzaga University - School of Business Administration
Others at Bristlecone Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
C Chris Taylor | Partner | Bellevue, WA , United States |
 | Partner | Seattle, WA , United States |
 | Partner | Lynnwood, 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 |
