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
bpalumbo@mountain-pacific.com
Graduated Phi Beta Kappa from the University of Virginia, with a major in economics. Mr. Palumbo 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, Mr. Palumbo was a management consultant with Bain and Company in Menlo Park, California.

Chelsie Wasden CPA, CFP®

Investment Adviser Representative / Chief Compliance Officer
cwasden@mountain-pacific.com
Graduated from Brigham Young University with a Bachelor of Science in Accountancy (2003) and from Southern Utah University with a Master of Accountancy (2004). After graduation, Chelsie earned her CPA certificate from the Idaho State Board of Accountancy and worked in public accounting for McGladry LLP and Eide Bailly LLP as a tax accountant prior to joining Mountain Pacific in 2012. Chelsie earned a Certified Financial Planner (CFP) designation in 2018.

Ana Velazquez

Administration
avelazquez@mountain-pacific.com
Ana assists with client account maintenance and support. She also provides direct administrative support for our team. Ana graduated from the College of Southern Idaho with an associate’s degree in Education and is fluent in Spanish. Ana joined Mountain Pacific in 2012, with over 17 years of experience in administration and client services.

Bruce Reeder

Investment Adviser Representative / Principal
breeder@mountain-pacific.com
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.

Matthew (Matt) Lindstrom, CFA, CPA

Investment Adviser Representative
mlindstrom@mountain-pacific.com
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.

Nathan (Nate) Oakley, CFA

Investment Adviser Representative
noakley@mountain-pacific.com
Graduated from the University of Puget with a 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 (Chartered Financial Analyst) designation in 2002 while working as a portfolio manager at Washington Mutual Bank in Seattle.

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