Bowersock Capital Partners
Bowersock Capital Partners provides comprehensive financial management for a select number of successful professionals, business owners, and high net worth families. We develop and execute detailed, individualized, long-term strategies for growing, protecting, and ultimately transferring both assets and values to future generations. We go beyond the conventional role of advisor and wealth manager. We work hard to become a true partner with our clients, persistently advocating for their best interests. We are passionate and effective problem solvers. We employ our extensive and diverse experience to comprehensively address the complex financial challenges our clients face. We are disciplined, thorough, and rigorously analytical; we pay meticulous attention to detail. Our diligence, thoughtfulness, and creativity allow us to find solutions to even seemingly intractable problems. Please see for important related disclosures.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AC
Amy Clark
Project Director · General Business & Management
EmailPhone - KO
Kathy Olds
Director of Operations · Operations
EmailPhone - CP
Catherine Prestoy
Research Analyst · Research & Development
EmailPhone - GF
Garrett Fritch
Research Analyst · Research & Development
EmailPhone - MK
MacKenzie Kemp
Director of Financial Planning, Research & Analysis · Finance & Accounting
EmailPhone - AS
Ashley Senestraro
Senior Research Analyst · Research & Development
EmailPhone - FW
Fitz Waisner
Team Member · Operations
EmailPhone - VL
Valerie Landis
Research Analyst · Research & Development
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Bowersock Capital Partners
7 distinct titles indexed · top 7 shown.
- 3research analyst
- 1director of financial planning, research & analysis
- 1director of operations
- 1office manager and executive assistant
- 1project director
- 1senior research analyst
- 1team member
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