Riley Nichols's Contact Details

Riley Nichols's Company Details

Bear Mountain Capital Inc.

Seattle, WA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Disclosure: The investment adviser, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration.Bear Mountain Capital, Inc. is located in Seattle, WA. Our investment approach is based on a top-down, global macroeconomic perspective that considers global economic and market conditions to construct well-balanced, well diversified global portfolios.At Bear Mountain Capital, Inc. we manage investments for individuals, trusts, and small businesses. We 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.Joe Day, Chief Executive Officer, founded the firm after spending many years advising high net worth clients with UBS Wealth Management. Joe has obtained his Chartered Financial Analyst (CFA) designation, as determined by the CFA Institute. He has a degree in Business Administration, with a major in Finance, from Gonzaga University.