People

Our Committment to Our Clients

Yellowstone Partners clients are a diverse cast of affluent, successful individuals hailing from towering urban centers and rolling rural retreats. As different as they are, our clients all have similar demands of their advisor; a fiduciary responsibility, direct access to their investment team, and a fair and honest fee arrangement. That’s why they turn to Yellowstone Partners.

Fiduciary Responsibility – The Client’s Best Interest

As a Registered Investment Advisor, our purpose is to provide investment advice, never to sell a product. Many other brokers’ loyalty is to their firm, not to their clients – their compensation schedule actually incentivises them to make recommendations that may not be in their clients’ best interests.

Direct Access to the Investment Team

While many other advisors sublet their investment strategy to other firms, you’ll find that our elite ensemble of investment professionals is not only knowledgeable, but also accessible. There’s no gap between those who understand you, and those who understand the investments in your portfolio.

• Robert Natale

  Portfolio Manager (Growth Equity strategies)

• Dave Hansen

  President & CEO

• Rick Baird

  Principal & Portfolio Manager

• Lucy Gibson

  Senior Client Services Associate

• Cameron High

  Chief Compliance Officer & Investment Advisor Rep

• James Clarke

  Managing Partner, Private Equity & Alternatives

• Brad Christensen

  Director of Trading

• Barbara Faulkner

  Wealth Management Advisor

• Brock Bowden

  Wealth Management Advisor

• Mark Johnson

  Wealth Management Advisor

• Justin Hardesty

  Wealth Management Advisor

• Don Wiscomb

  Wealth Management Advisor

• Andy Goodman

  Portfolio Manager