Joe Day Cfa
At Bear Mountain Capital, Inc. we manage investments and provide long-term planning services for individuals, trusts, and small... | Seattle, Washington, United States
*50 free lookup(s) per month.
No credit card required.
Joe Day Cfa’s Emails jo****@be****.com
Joe Day Cfa’s Phone Numbers No phone number available.
Social Media
Joe Day Cfa’s Location Seattle, Washington, United States
Joe Day Cfa’s Expertise At Bear Mountain Capital, Inc. we manage investments and provide long-term planning services for individuals, trusts, and small businesses. Our goal is to create tax-efficient, cost-effective investment solutions for all our clients. When appropriate, we partner with estate planning attorneys, CPAs and mortgage lenders to facilitate holistic solutions for our clients. I founded the firm in 2009 after spending many years advising high net worth clients with a leading global wealth management firm. I earned the right to use the CFA designation from the CFA Institute in 2011 and hold a Bachelors in Business Administration from Gonzaga University. Specialties: Portfolio Management Asset Allocation Financial Planning Personal Budgeting
Joe Day Cfa’s Current Industry Bear Mountain Capital
Joe
Day Cfa’s Prior Industry
Turbolinux
|
Ubs Wealth Management
|
Seattle Repertory Theatre
|
Bear Mountain Capital
Not the Joe Day Cfa you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
Bear Mountain Capital
Principal
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Seattle Repertory Theatre
Crew Board President
Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs Wealth Management
Account Vice President
Sun Sep 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Turbolinux
Sales Engineer
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Joe Day Cfa Email Addresses
FAQ About Joe Day Cfa
-
Joe Day Cfa is located at
Seattle, Washington, United States -
Joe Day Cfa is a
At Bear Mountain Capital, Inc. we manage investments and provide long-term planning services for individuals, trusts, and small businesses. Our goal is to create tax-efficient, cost-effective investment solutions for all our clients. When appropriate, we partner with estate planning attorneys, CPAs and mortgage lenders to facilitate holistic solutions for our clients. I founded the firm in 2009 after spending many years advising high net worth clients with a leading global wealth management firm. I earned the right to use the CFA designation from the CFA Institute in 2011 and hold a Bachelors in Business Administration from Gonzaga University. Specialties: Portfolio Management Asset Allocation Financial Planning Personal Budgeting Bear Mountain Capital -
Joe Day Cfa currently works in the
Bear Mountain Capital -
Joe Day Cfa specializes in
At Bear Mountain Capital, Inc. we manage investments and provide long-term planning services for individuals, trusts, and small businesses. Our goal is to create tax-efficient, cost-effective investment solutions for all our clients. When appropriate, we partner with estate planning attorneys, CPAs and mortgage lenders to facilitate holistic solutions for our clients. I founded the firm in 2009 after spending many years advising high net worth clients with a leading global wealth management firm. I earned the right to use the CFA designation from the CFA Institute in 2011 and hold a Bachelors in Business Administration from Gonzaga University. Specialties: Portfolio Management Asset Allocation Financial Planning Personal Budgeting -
Joe Day Cfa speaks the following languages:
No languages available. -
Joe Day Cfa has prior experience in the following industries:
Seattle Repertory Theatre , Ubs Wealth Management , Turbolinux -
Joe Day Cfa has the following professional experience:
Bear Mountain Capital , Seattle Repertory Theatre , Ubs Wealth Management , Turbolinux . -
You can view Joe Day Cfa’s
LinkedIn profile at LinkedIn URL. -
Joe Day Cfa’s work email addresses are
[email protected] . -
Joe Day Cfa works at
Bear Mountain Capital
People you may be interested in
- Neil L
- Sourabh Bidada
- Lilly Huynh
- K. Sadanand Menon
- Katherine Yehl
Research Engineer at Aquatic
Credit Manager || HDFC Bank - Retail Credit || Ex-HDFC Limited ||
Microbiology Medical Laboratory Scientist I at Quest Diagnostics
Independent Chemicals Professional
Vice President Government Affairs, Americas Region