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Our Team

Our Team

Bristlecone Advisors provides clients with thorough and objective investment advice and creates a disciplined framework for making investment decisions.

Learn more about who we are as individuals and how our collective experience works for you.

Kevin Berry

Kevin Berry

Relationship Manager, Managing Partner
Bethany Harb Blake

Bethany Harb Blake

Client Manager
Stephanie Fox

Stephanie Fox

Relationship Manager, Partner
Adam Guenther

Adam Guenther, CFA®

Director of Investments, Partner
Piper Hanson

Piper Hanson

Special Projects
Kevin McCandlish

Kevin McCandlish

Relationship Manager, Partner
Martin Murayama

Martin Murayama

Family Office Associate
Nandita Narayan

Nandita Narayan

Client Manager
Scott Oswald

Scott Oswald, CFA®, FRM®, CAIA®

Director of Investments, Partner
Jeff Parker

Jeff Parker, CFP®

Portfolio Manager, Partner
Gina Pope

Gina Pope

Client Manager
Lisa Price

Lisa Price

Client Manager
Justin Rolfe

Justin Rolfe, CFA®

Portfolio Manager, Partner
Charlotte Sohlin

Charlotte Sohlin

Operations & Compliance Manager
Christopher J. Taylor

Christopher J. Taylor

Relationship Manager, Partner
Tony Waltier

Tony Waltier

Portfolio Manager, Partner
Joseph Winkler

Joseph Winkler, CPA, CFP®

Wealth Strategist, Partner
Ashley Mooney

Ashley Mooney

Compliance Officer