| William H. Shriver, CFA, CFP Founder and Managing Partner  |
Bill brings a wealth of security analysis and portfolio management experience to Pine Cone Capital. He has an interest in behavioral finance and removing emotion from the investment process. With a BS and MS in Engineering from the U.S. Military Academy, West Point and Stanford University, respectively, Bill has an analytical approach to security selection. He has an MBA in Finance from the University of Colorado at Denver, is a Chartered Financial Analyst charterholder, and holds the CFP designation. Bill has been a financial advisor with American Express and New England Financial and is an Adjunct Professor with the College for Financial Planning, teaching on line courses in equity and debt valuation and advanced portfolio management. He has worked in numerous management roles for major medical device companies such as Medtronic, Ohmeda, and COBE Laboratories and consults on occasion with medical device startups and other privately held companies. Bill is a founder and managing partner of PCC since its inception. | |
| Roger E. Clendenning Founder and Managing Partner  |
Roger brings a unique blend of investment knowledge and interest in investment strategies and sector rotation. Roger believes that every client should understand their investment direction, something that many “brokers” do not. Roger received his series 7 and 66 licenses in 2000, has worked for several financial companies, and has a zest for understanding various investment vehicles. Roger has a BS and MS in Education, has worked for 30 years in the medical industry for GE and Picker International, and has received numerous management and sales awards. Roger is a founder and managing partner of PCC since its inception. | |
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The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. Information throughout this site has been obtained from sources that are believed to be accurate and reliable; however, we cannot guarantee the accuracy of all material, nor can we be responsible for information on linked websites. We do not offer or render investment advice through this medium, and nothing on this website should be considered investment, financial, tax or legal advice. Nothing should be interpreted to state or imply that past investment results are necessarily indicative of future performance.
home | our goals | our philosophy | who we are | our performance | newsletters | why we are different | contact us | links
The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. Information throughout this site has been obtained from sources that are believed to be accurate and reliable; however, we cannot guarantee the accuracy of all material, nor can we be responsible for information on linked websites. We do not offer or render investment advice through this medium, and nothing on this website should be considered investment, financial, tax or legal advice. Nothing should be interpreted to state or imply that past investment results are necessarily indicative of future performance.