Bridgewater Asset Management LLC

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater since 2014 and previously worked at LPL Financial LLC (formerly Linsco/Private Ledger Corp.) for over two decades. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm uses strategic and tactical asset-allocation models with a blend of fundamental and technical analysis to guide portfolio management and participates in multiple LPL-sponsored advisory programs, including operating its own wrap-fee program.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Bridgewater since 2014 and previously worked at LPL Financial and WS Griffith Securities, Inc. Outside of his advisory work, he is a business owner of a photography venture. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs both strategic and tactical asset-allocation models, using fundamental and technical analysis to guide portfolio decisions.

Andrew Balice is an advisor at Bridgewater Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at LPL Financial LLC and Forsythe Findley Wealth Advisors, alongside earlier experience at the University of Missouri - Columbia and other organizations. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs both strategic and tactical asset-allocation models, with regular portfolio reviews and a combination of fundamental and technical analysis.

Christopher Winkelmann is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 designations. She has 31 years of industry experience, with prior work at LPL Financial, Martin Wier, Inc., and OSAIC. She is based in Chesterfield, Missouri. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in assets and employs strategic and tactical asset-allocation models, using fundamental and technical analysis to guide portfolio supervision and trading.

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.