BITTERROOT CAPITAL ADVISORS
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Bitterroot Capital Advisors, LLC, an independent Registered Investment Advisor providing personalized wealth and investment advisory services to ultra-high-net-worth families and their family offices, announced today that Keith Gertsen, a 33-year Wall Street veteran, has joined the firm as a partner.
Gertsen brings decades of experience from his prior senior roles as managing director at Citi Bank Global Markets and the Citi Private Bank where he managed ultra-high-net-worth client relationships and oversaw private banking teams as well as personally overseeing $4 billion of client assets. His extensive career includes leadership roles at hedge funds, a mutual fund and Alliance Bernstein in New York City.
“Keith brings additional dimensions to our team and we’re excited to have him,” said Andrew S. Martzloff, Partner and Founder of BCA. “His deep expertise in managing ultra-high-net-worth relationships and leadership experience across major financial institutions will be a significant asset as we grow our business.”
Gertsen is enthusiastic about joining BCA’s highly personalized, virtual family office model.
“I’m thrilled to be joining BCA, having known Andrew and Carl for over two decades and witnessing them grow an excellent family office platform that shares my values and commitment to delivering tailored, client-first wealth management services to this growing market segment,” Gertsen said.
“With our robust, time-tested and experienced team, BCA is exceptionally well-positioned to continue serving UHNW families and addressing the complexities many of them face today,” Martzloff added. “These require—and deserve—dedicated, bespoke solutions delivered via a pure and unbiased fiduciary model.”
Gertsen will build the firm’s presence in South Florida from his primary base in Palm Beach.
For more information about Bitterroot Capital and its services, visit bitterrootcapital.com or contact Carrie Chestnut at carrie@bitterrootcapital.com or 406-203-0837.
