Our Expertise
We Consider Ourselves among the Top Investment Management Firms.
About Mountain Pacific
Mountain Pacific Investment Advisers (Mountain Pacific) is an independent investment advisory firm located in Boise, Idaho. We focus on mid-capitalization growth stocks with a value orientation and conduct in-house research to select common stocks for long-term appreciation. We invest in bonds on a passive basis for income and portfolio balancing. Our firm is employee owned and our professionals have substantial experience in investment management, commercial banking, accounting, and operations.
Our Mission
At Mountain Pacific we strive for:
- Accountability: to be good stewards of our clients' investments
- Integrity: to always put our clients’ interests first
- Results: to provide attractive risk-adjusted returns
- Transparency: to keep our clients well-informed
- Ingenuity: to stay at the leading edge of our industry through innovation and constant improvements
Our Team
At Mountain Pacific we believe people are the difference. Our team of investment professionals work together to manage client portfolios.
William (Bill) Palumbo
Investment Adviser Representative / Principal
[email protected]
Graduated Phi Beta Kappa from the University of Virginia, with a major in economics. Bill holds an M.B.A. degree in Finance from New York University (1979), and a Law degree from Stanford University (1982). From 1976 to 1979, he was employed as a corporate bond analyst by Moody’s Investors Service in New York. Before joining Mountain Pacific in 1983, Bill worked as a management consultant with Bain and Company in Menlo Park, California.
Matthew Lindstrom
Investment Adviser Representative / Principal
[email protected]
Graduated from Brigham Young University with a Bachelor of Science and Master of Accountancy (2006). Matt earned a CPA certificate from the state of Colorado in 2007 where he held a license until 2017. Currently, he is licensed as a CPA in the state of Idaho and is a member of the AICPA and ISCPA. He worked for Ernst & Young as an auditor from 2006-2010 in Denver, Colorado. Before joining Mountain Pacific in 2017, Matt worked in accounting and finance for Gold Fields and Suncor Energy in Denver, Colorado. Matt became a CFA (Chartered Financial Analyst) Charterholder in 2021.
Bruce Reeder
Investment Adviser Representative / Principal
[email protected]
Received a Bachelor of Business Administration degree from the University of Iowa (1978) and a CPA certificate from the state of California. From 1979 to1982, he was employed as an auditor for Ernst & Young in Kansas City, Missouri and later San Francisco, California. Before joining Mountain Pacific in 1999, he was a Vice President and senior finance manager with Bank of America, San Francisco.
Nathan C. Oakley
Investment Adviser Representative / Principal
[email protected]
Graduated from the University of Puget Sound with Bachelor of Science degrees in Economics and Mathematics (1998). Prior to joining Mountain Pacific in 2019, he worked as a managing director in the Asset Liability Management team of PNC Financial Services Group in Pittsburgh. He earned the CFA designation in 2002 while working as a portfolio manager at Washington Mutual Bank in Seattle.
Rashe Elliott
Investment Adviser Representative
[email protected]
Graduated from Dixie State University with a Bachelor of Science in Finance (2019) and from the University of Utah with a Master of Finance (2020). Before joining Mountain Pacific, Rashe worked as a financial analyst for Northrop Grumman from 2019-2021 as well as a senior finance business partner for The JR Simplot company. Rashe is currently a Level II CFA (Chartered Financial Analyst) candidate.