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Justin R

CFP®, Series 66

Bend, OR

Bruno Mountain Advisory, LLC

Justin Rae is a CFP® with 21 years of experience in the financial services industry. He is currently with Bruno Mountain Advisory, LLC and previously worked at Northline Wealth Management, Mutual Securities, and Morgan Stanley. Outside of his advisory role, Rae is involved in several activities including serving on the board of the Bend Paddle Trail Alliance, partnering in a river raft and kayak tour operation, mentoring startups through Bend Outdoor Worx, and supporting land conservation efforts with CHAII. Bruno Mountain Advisory, LLC provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to manage diversified portfolios aligned with client objectives and risk tolerances, and it also actively manages private investments and alternative asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Clark S

Series 65

Bend, OR

Bruno Mountain Advisory, LLC

Clark Shimeall is a financial advisor at Bruno Mountain Advisory, LLC with one year of industry experience and a Series 65 credential. He is also the managing member of Terrane Productions, LLC, a video and stills production company focused on documentary storytelling, and is involved with the Pandion Institute, a nonprofit organization. Bruno Mountain Advisory provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering diversified strategies including asset allocation and ETF model portfolios aligned with client objectives and risk tolerances.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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