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WaterRock Global Asset Management, LLC. Email Format
Investment ManagementWashington, United States2-10 Employees
WaterRock Global Asset Management, LLC is an investment advisory firm based in Bellevue, Washington. It operates as a registered investment adviser in Washington, Oregon, California, Arizona, and Florida. The firm concentrates on investment management for gay couples, employees of large companies, and business owners, and it emphasizes understanding clients' employer benefit programs, including stock-based compensation and retirement plans. The principal and chief investment officer joined WaterRock in 2011 after roles at Merrill Lynch and Morgan Stanley, and acquired the founder's interest in 2014. The leadership holds CRPC and AIF credentials, and the principal's education includes a BA in Business and an MBA in Finance from Washington State University.
1-888-653-2347 
support@leadiq.com 
