About Bitterroot Capital Advisors Consulting company in Bozeman, United States
BCA is confidential international and comprehensive in scope. Registered as investment advisors in the United States (with the SEC) and in Canada we serve clients in several countries without a home-country bias.
We provide advice service strategy and solutions but do not offer ’money management’ services eliminating a common source of conflicts of interest. Our sole focus is our clients well-being – the pursuit of which rests on our promise to provide unconditional advice – informed objective and independent – thats solely in our clients best interests.
We work with people who desire and can benefit from our singular approach. From this potential group we select those with whom we can develop lasting relationships. We look for those who want us to protect their wealth while supporting their lifestyle and charitable interests. BCA has no prescribed minimum asset size; however client resources should economically justify the customized experienced personal attention that we provide.
We provide exquisitely tailored service but we differentiate ourselves by providing unparalleled multi-disciplinary advice. We have a diverse team with complementary areas of expertise that enables us to provide a comprehensive range of services pursue worldwide investment opportunities solve problems and deliver results.
Either way we have the expertise and wisdom to source select and coordinate the best advice possible. And to this mix we add best-in-class investment managers from around the globe.
We avoid real or perceived conflicts of interest. To repeat we do not manage money; nor do we have affiliations with fund managers or brokers. We do not accept commissions rebates or consideration from third parties.
Andrew S. Martzloff founded Bitterroot Capital Advisors in 1998 as an independent financial advisory firm dedicated to providing comprehensive personalized financial advice and service to a select group of private clients worldwide. He has built an organization and culture that is unsurpassed in client service and results.
Before founding Bitterroot Capital Andrew spent more than ten years advising public and private corporations as an investment banker with Alex. Brown amp; Sons in San Francisco and Morgan Stanley amp; Co. in New York.
Andrew earned his BA with Distinction and Honors in Economics from Stanford University and an MBA from Dartmouths Tuck School of Business where he was named an Edward Tuck Scholar.
William J. Powers MBA CPA joined Bitterroot Capital Advisors in 2011. Bill has extensive financial and operational experience and held such executive positions as Managing Director Chief Operating Officer Chief Compliance Officer and Chief Financial Officer at Hall Capital (2000-2007) in San Francisco and Managing Director and Chief Financial Officer with CM Capital (2007-2009).
Bill earned his BS in Economics from St. Marys College and MBA in Accounting from Golden Gate University.
Carl W. Gardiner CFA joined Bitterroot Capital Advisors in 2019 to provide multi-disciplinary financial and investment advice to BCAs select group of private clients. Carl applies his unusual mix of transactional fundamental and quantitative skills to BCA clients unique situations when developing unconditional advice and solutions that help simplify the complex.
Before joining BCA Carl spent 18 years as an investment analyst and portfolio manager at Schafer Cullen Capital Management and Copper Arch Capital in New York City. Before that he spent nine years as an investment banker with Merrill Lynch amp; Co. in New York and London where he advised corporate clients on mergers amp; acquisitions and financings including several landmark transactions.
Carl earned a BA with High Honors in Government from the University of Virginia and a MA in International Economics from Johns Hopkins University. He is a CFA charterholder.
Sid Nadkarni joined Bitterroot Capital Advisors in 2019 with more than 16 years experience in the investment management business. Before joining Bitterroot Sid was Senior Portfolio Manager with the Abu Dhabi Investment Authority (UAEs sovereign wealth fund) and previously held a similar position and title for Shell Asset Management in the Netherlands. Sid began his career as an investment banker with Arthur Andersen in Virginia and then later at Lehman Brothers in New York City.
Sid received his BS in Commerce from the University of Virginia and MBA with Distinction from Harvard Business School.
Carrie P. Chestnut CFA joined Bitterroot Capital Advisors in 2017. Prior to joining BCA she worked as a Portfolio Manager at Capital Guardian Trust Company in Los Angeles and as a Financial Analyst at Right Now Technologies (now part of Oracle) in Bozeman. Carrie manages analytics accounting and reporting for client portfolios and works with our clients as part of BCAs client services team.
Carrie earned a BS in Business from Montana State University. She is a CFA charterholder.
Nathan R. Tewson joined Bitterroot Capital Advisors in 2013 after over ten years of experience in the finance industry as a Business Analyst and Commercial Lender for American Bank. In addition to performing accounting and analytics for client portfolios as part of our client services team Nathan conducts research on investment managers and markets.
Nathan received a BS with a concentration in Finance from Montana State University and completed graduate-level coursework through the University of Washingtons Department of Applied Mathematics where he earned a Graduate Certificate in Computational Finance.
John E. Galt CPA joined BCA in 2019. Before joining Bitterroot John was with major regional public accounting firm Eide Bailly LLP for eight years most recently as Tax Manager. In that role he worked primarily on income tax and estate amp; trust matters for individual and corporate clients while also advising on succession and financial planning and IRS response consultations.
John earned his BS in Business Management and a Masters of Accountancy from Rocky Mountain College.
BCA is not for everyone – and we are proud of that distinction. We look for a select group of individuals (and their entities) whose financial position and preferences enable them to thrive while working with us.
We welcome your interest. Please call or email us to set up a confidential exploratory consultation. Founded in San Francisco our headquarters has been based in Bozeman MT since 2000.
