William Nolan is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Greenbridge Investment Management, LLC since 2016 and previously worked at Kms Financial Services, Inc. Outside of his advisory role, he is a co-owner of a Japanese restaurant in Bend, Oregon. Greenbridge Investment Management serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with customized portfolio construction and comprehensive financial planning. The firm emphasizes individualized client relationships, offering discretionary portfolio management and a multi-strategy approach to align investments with clients’ objectives and risk tolerance.

Gregory Walsh is a financial advisor at Greenbridge Investment Management, LLC with six years of industry experience. He holds a Series 65 designation and worked at American Century Investments for 15 years prior to joining Greenbridge. Greenbridge Investment Management provides investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction using a mix of individual securities, ETFs, and mutual funds, with an emphasis on tailored portfolios and a high advisor-to-client ratio.