Ballast Rock Private Wealth

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth in Kirkland, WA, with seven years of industry experience. He holds a Series 65 designation and previously worked at Coldstream Wealth Management and Integrity Financial Corporation. Ballast Rock Private Wealth provides tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios, offering financial planning and consulting services alongside investment management.

Jamie Carroll is a financial advisor at Ballast Rock Private Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of financial advising, Jamie owns Swamp Rabbit Print, LLC, a design and print services business, and serves as an independent consultant for Arbonne International, recommending health and wellness products. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and offers consulting services for retirement plans and plan sponsors.

Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 23 years of industry experience. He previously worked at Goldman Sachs for 17 years and held positions at Merrill Lynch, Bank of America, and Independent Brokerage Solutions. Salomone serves as president of the Yale Club of Charleston, a local alumni organization. Ballast Rock Private Wealth provides tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and offers financial planning and consulting services.

Andrew Mescon is a financial advisor at Ballast Rock Private Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ballast Rock since 2022, following nine years at Integrity Financial Corp. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to build long-term portfolios, providing financial planning and consulting services as part of its offering.

Troy Davidson is a financial advisor at Ballast Rock Private Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios, offering a broad range of investment options and consulting services for retirement plans.

Brooke Courtney is a financial advisor at Ballast Rock Private Wealth with a Series 65 designation and over six years of industry experience. She has worked previously at Altair Advisers and Cambridge Financial Group, LLC, and has held various roles at The University of Alabama. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and provides financial planning and consulting services to its clients.

James Carroll is a financial advisor at Ballast Rock Private Wealth in Charleston, SC, holding Series 63 and Series 65 credentials with 10 years of industry experience. His prior roles include positions at Toroso Investments, LLC and Longurn Capital Management. Ballast Rock Private Wealth offers tailored portfolio management and investment policy statements for individuals, high-net-worth clients, and pension or profit-sharing plans, combining fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios. The firm provides financial planning at no additional cost to portfolio management clients and consulting services for retirement plans and plan sponsors.

Scott McClatchey is a CFP® with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ballast Rock Private Wealth. He previously worked at WWM Financial and LPL Financial. Outside of his advisory role, he is the Treasurer of the Carlsbad Rotary Foundation, where he manages the investment account in accordance with the foundation’s Investment Policy Statement. Ballast Rock Private Wealth offers tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios guided by documented client risk tolerance and objectives.