Advisors at this firm
Matthew L
Series 65
Boise, ID
Mountain Pacific Investment Advisers, LLC
Matthew Lindstrom is a financial advisor at Mountain Pacific Investment Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Suncor Energy from 2013 to 2017 before joining Mountain Pacific in 2017. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, including pensions, profit-sharing plans, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, alongside the use of broad-based index mutual funds and ETFs, managing approximately $1.75 billion across five advisors.
Nathan O
CFA®
Boise, ID
Mountain Pacific Investment Advisers, LLC
Nathan Oakley is a CFA® charterholder with seven years of experience at Mountain Pacific Investment Advisers, LLC in Boise, ID. He previously worked for PNC Financial Services Group for 15 years. Outside of his advisory role, he is the sole member of Camas Capital LLC, a real estate investment company. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, managing approximately $1.75 billion across five advisors.
Rashe E
Series 65
Boise, ID
Mountain Pacific Investment Advisers, LLC
Rashe Elliott is a financial advisor at Mountain Pacific Investment Advisers, LLC with one year of industry experience. Prior to joining Mountain Pacific, Elliott worked at The JR Simplot Company and Northrop Grumman. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and non-continuous advisory services. The firm’s investment approach combines bottom-up fundamental analysis and a growth-at-a-reasonable-price equity strategy with the use of broad-based index funds and laddered fixed-income positions.
William P
Series 65
Boise, ID
Mountain Pacific Investment Advisers, LLC
William Palumbo is a financial advisor with Mountain Pacific Investment Advisers, LLC in Boise, ID. He holds a Series 65 designation and has 28 years of industry experience, including over four decades at Mountain Pacific. Mountain Pacific serves individual, high-net-worth, and institutional clients such as pensions, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, while favoring broad-based index funds and ETFs in pooled vehicles, and manages fixed-income positions using laddering strategies.