Kevin Sean Berry
Compliance Officer at Bristlecone Advisors LLC
Profile
Mr. Kevin S.
Berry is a Partner at Bristlecone Advisors LLC.
He works with clients to implement specific strategies to simplify the complexities that often accompany wealth, returning time and peace of mind to them and their families.
He also serves as the Managing Partner at Bristlecone, helping to guide the firm and build the teams that support clients.
He has more than 35 years of experience in the financial industry: 20 of those years with high net worth clients and their families.
After working at a large national firm for more than 30 years, Mr. Berry merged his practice with Bristlecone in 2010.
He has a Bachelor of Arts in Economics from the University of California Santa Barbara and has served on a number of local boards and foundations, including St. Thomas School where he serves on the Finance Committee and the Investment Committee.
Kevin Sean Berry active positions
Companies | Position | Start |
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Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Compliance Officer | 01/04/2010 |
Training of Kevin Sean Berry
University of California, Santa Barbara | Undergraduate Degree |
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Linked companies
Private companies | 1 |
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Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
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