Advisors at this firm
William L
Series 65, Series 66
Spokane, WA
Long Bridge Capital Management
William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Downriver Capital Management. Outside of his advisory role, Lang coaches a ski racing team during the winter months. Long Bridge Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, incorporating long- and short-term trading strategies that include small- and micro-cap investments and an enhanced-income approach.
Steven N
Series 63, Series 65
Mead, WA
Long Bridge Capital Management
Steven Neff is a financial advisor at Long Bridge Capital Management with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Focus Point Capital LLC, Wealthmark, LLC, and NBC Partners, PLLC. Neff serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a combination of fundamental and technical analysis with both long-term and short-term trading strategies. The firm manages various asset classes and incorporates small- and micro-cap investments, leveraged funds, and an enhanced-income approach within customized Investment Policy Statements.
Jon D
Series 66
Liberty Lake, WA
Long Bridge Capital Management
Jon Dawn is a financial advisor at Long Bridge Capital Management with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for five years. Outside of his advisory role, he works as a credit analyst for a fintech company. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing both fundamental and technical analysis with strategies that include small- and micro-cap investments and an enhanced-income approach using covered calls. The firm manages approximately $40.3 million in assets with a four-person team.
James S
Series 65
Spokane, WA
Long Bridge Capital Management
James Simmons is a financial advisor at Long Bridge Capital Management with 33 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonic Investment Advisors, Pend Oreille Capital, Raven Ventures, Koyah Ventures, and ICM Asset Management. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm manages diversified portfolios across multiple asset classes and employs both long-term and short-term trading strategies tailored to client risk tolerances.