Michael Wallace is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at White Pine Capital LLC since 2000. He is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ specific financial needs and risk profiles.

Timothy Madey is a financial advisor at White Pine Capital LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with White Pine Capital since 2013. Madey is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management to institutional clients, family offices, and high-net-worth individuals. The firm employs a mix of active and passive investments across multiple asset classes and manages separately managed accounts, including held-away retirement accounts, using a third-party platform.

Charles Bellows Jr. is a financial advisor at White Pine Capital LLC with 16 years of industry experience. He has been with White Pine Capital since 2003. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ cash-flow needs, tax considerations, risk tolerance, and time horizon.