Team
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Keith Vernon, CFA Principal, Family Office Services Keith founded Bristlecone Advisors in April 1999 as a dedicated family office. In that capacity, Keith established the office, organized, and managed all of the family's financial activities. In 2001, Keith transitioned the firm from a single family office to a multi-family office. In the multi-family office environment, Keith is responsible for client relationships and for overseeing the family office activities for the firm's clients. Keith is also responsible for setting the firm's strategic direction and for developing Aristata, the firm's proprietary information management application. Prior to Bristlecone, Keith worked as a Senior Associate for Financial Resources Group, a wealth management firm in Bellevue, WA. He has also worked as a portfolio manager for Laughlin Stable Asset Management and in investor relations for the Vanguard Group. Keith graduated with a degree in Business Administration from the University of Puget Sound, and he received a Masters in Business Administration from the University of Washington. Keith has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Institute, and a member of the Seattle Society of Financial Analysts. Keith also serves on the Advisory Board and Executive Committee of the Center for Entrepreneurship and Innovation at the University of Washington. |
