We are intentionally selective about the families we serve because alignment matters. Every relationship is grounded in the same principles: independence, discretion, and a long-term perspective, whether we are advising directly or coordinating the specialists around a family.
Our team brings decades of experience across investment management, portfolio oversight, private transactions, and family advisory work, experience shaped not just by individual decisions, but by seeing how those decisions play out over time.
Some of our relationships span decades and multiple generations. That continuity gives us perspective that is difficult to replicate and helps families make decisions with an understanding of what came before, what matters now, and what may lie ahead.
Andrew founded Bitterroot Capital Advisors in San Francisco in 1998 and moved the firm to Bozeman, Montana, in 2000, building it around a culture of independent advice, thoughtful judgment, and highly personal client service.
Before founding BCA, Andrew spent a decade in investment banking with Alex. Brown & Sons in San Francisco and Morgan Stanley & Co. in New York, advising public and private companies. He later founded a single-family office, where he learned how to adapt and apply many of the lessons from his investment banking career to the unique needs, priorities, and complexities of one family. That experience helped shape the ideas and approach that ultimately became Bitterroot Capital Advisors.
Outside of work, Andrew enjoys spending time with his wife of 40 years and, whenever possible, their two daughters — preferably somewhere outdoors. Depending on the season, that might mean mountain biking, alpine skiing, hiking, or splitting firewood. He also supports nonprofits focused on children, the environment, and veterans, and has served on and chaired nonprofit boards. Andrew has a lifelong curiosity about technology and innovation, and how they continue to reshape the world around us.
Keith brings 35 years of finance industry experience to Bitterroot Capital Advisors, having spent half his career on the institutional sell side and half on the buy side, including 22 years based in New York City. He was named Managing Director at Deutsche Bank as one of the youngest Managing Directors in the firm's history, and has held Managing Director or equivalent senior leadership roles at every firm he's worked at since, including 25 years as a Managing Director at Deutsche Bank and Citi, and Global Head roles at both AllianceBernstein and Viking Global Investors. Throughout his career, Keith has worked alongside many of the world's largest family offices, Fortune 500 CEOs, and founders of leading hedge funds and private equity firms, experience that is central to the advice and solutions he brings to BCA's clients.
Other Interests: Keith's involvement in agriculture and ranch land began in 1998, and he has served as Managing Partner of two Montana ranches over the past 21 years, Banner Ranch in Carbon County and Snow Creek Ranch near Jordan, MT, and is co founder of 1889 Partners, a Montana based ranch, farm, and livestock partnership with an emphasis on beef genetics. Through nearly three decades in the asset class, Keith has developed a deep, ground level understanding of ranch and farmland investing, from livestock operations and land ecology to water rights and rangeland management, as well as its growing role as a portfolio diversifier for many of the country's largest agricultural landowners and family offices. This dual perspective as both an owner operator and an institutional investor gives him a unique appreciation for the complexity and values that define many of the families BCA serves.
Keith is the father of four children and enjoys mentoring young finance professionals, golf, tennis, fitness, fishing, hunting, and horses and riding.
Keith is based out of BCA's Palm Beach office and Bozeman headquarters, and travels extensively to serve the firm's globally located clients.
MBA, MS and BA: The Johns Hopkins University, where he also played in the NCAA Division I National Lacrosse Championship.
Gregory brings BCA a rare combination of institutional finance depth, operating-company perspective, governance expertise, and multigenerational family judgment, advising the firm on corporate governance, asset dispositions, business restructuring, family office architecture, agricultural and operating enterprises, and long-term planning.
Gregory completed a 24-year career with Touche Ross & Co., now Deloitte, retiring as Chairman of the Board after working across financial services, agriculture, automotive, aerospace, retail, and international tax policy.
He later founded financial advisory firm Gregory & Hoenemeyer, advising U.S. and European companies and private equity firms on mergers and acquisitions, and is also a founder of DoubleClick and co-founder of 1889 Partners. Grant has served as Chairman, CEO, and director of numerous public, private, and nonprofit organizations, including board and committee leadership roles with Chrysler, MCI, and Renaissance Hotels.
