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William L
Series 65, Series 66
Spokane, WA
Long Bridge Capital Management
William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Manito Asset Management. Outside of his advisory role, Lang coaches the Mt Spokane Ski Race Team during the winter months. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, employing both fundamental and technical analysis with strategies that include small and micro-cap securities, covered-call overlays, and occasional use of leveraged funds and options.
Steven N
Series 63, Series 65
Mead, WA
Long Bridge Capital Management
Steven Neff is a financial advisor at Long Bridge Capital Management with 37 years of industry experience. He previously worked at Focus Point Capital LLC, Wealthmark, LLC, NBC Partners, PLLC, and ICM Asset Management, Inc., and has experience in business consulting. He serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm offers portfolio management with customized Investment Policy Statements, employing both fundamental and technical analysis, and uses a range of strategies including small and micro-cap securities and covered-call overlays.
Jon D
Series 66
Liberty Lake, WA
Long Bridge Capital Management
Jon Dawn is a financial advisor at Long Bridge Capital Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2014 to 2019. Outside of advising, he also works as a credit analyst for a fintech company. Long Bridge Capital Management is a discretionary investment adviser that manages approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, utilizing a mix of fundamental and technical analysis to manage diversified portfolios that include mutual funds, equities, ETFs, fixed income, and non-U.S. securities.
James S
Series 65
Spokane, WA
Long Bridge Capital Management
James Simmons is a financial advisor at Long Bridge Capital Management in Spokane, WA, holding a Series 65 designation with 34 years of industry experience. His career includes roles at Harmonic Investment Advisors, Pend Oreille Capital, Raven Ventures LLC, Koyah Ventures LLC, and ICM Asset Management, Inc. Long Bridge Capital Management is a discretionary investment adviser serving individual clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs both fundamental and technical analysis and manages approximately $53.8 million across around 100 accounts using a range of assets including mutual funds, equities, ETFs, fixed income, and international securities.
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