About Us

Who We Are

Bear Mountain Capital is located in Seattle, Washington. Our investment approach is based on a top-down, global macroeconomic perspective that considers global economic and market conditions to construct what we believe to be well-balanced, well-diversified global portfolios.

At Bear Mountain Capital we manage investments for individuals, trusts, small businesses and private funds. We create tax-efficient, cost-effective investment solutions for all our clients. When appropriate, we partner with estate planning attorneys, CPAs and mortgage lenders to facilitate holistic solutions for our clients.

bioJOE DAY, CFA

Joe Day founded Bear Mountain Capital Inc. after spending many years advising high net worth clients with a leading global wealth management firm. Joe is dedicated to financial planning, portfolio strategy and seeking out alternative investment opportunities for our clients, ensuring every aspect of our clients experience is sound. Joe’s technology background has created a platform dedicated to being on the cutting edge of the financial services industry, allowing clients to get the most value from our offering. Joe earned the right to use the CFA designation from the CFA Institute in 2011. He earned a degree in Business Administration, with a Major in Finance from Gonzaga University.

bio-lukeLUKE COLLOVA

Luke Collova is the Director of Advisory Services for Bear Mountain Capital focusing on financial planning, investment strategy and client development. Luke strives to be a reliable point of contact as well as providing access to other industry professionals in rounding out the needs of our clients. Luke brings diverse business knowledge to his clients from his experience in the insurance industry underwriting the financial performance, investment strategies, retirement plans and employment policies of privately held and not for profit businesses. Luke has passed his Series 65 exam and earned a degree in Business Leadership and Administration from the University of Puget Sound.

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