Kirk Walton ~ Co-Founder and Managing Partner
Since the late 1990s, Kirk’s combination of expertise in taxation, estate planning, law, personal finance, and investments has helped him become an elite comprehensive wealth manager, catering to the needs of high net worth individuals and families, including many prominent entrepreneurs, top level executives and venture capitalists in the technology sector. Prior to founding GPWM, Kirk started Eagle Financial Advisors, a fee-only registered investment advisor, in 2002. Prior to founding his own firm, Kirk was a partner with the Ayco Company (now a Goldman Sachs Company) and is an active member of the Idaho and California state bars. Kirk graduated in 1994 from Brigham Young University, majoring in Classical Studies, and earned his J.D., magna cum laude, from Pepperdine University School of Law.
Philip Oleson ~ Co-Founder and Managing Partner
Serving the needs of prominent high net worth families and individuals for over two decades, Philip has developed a reputation as a creative and deeply analytical wealth manager. Philip’s contrarian style, attention to detail, and acumen with investments with an emphasis on real estate and private equity have helped him become an elite wealth manager. Prior to founding GPWM, Philip launched Noble Asset Management in 2002 as an independent wealth management firm. His career in financial services industry began in 1998 with Fidelity Investments. He has also worked for Morgan Stanley and Merrill Lynch.
Brian Lake ~ Vice President of Real Estate Operations
Since receiving his Finance degree from Utah State University, Brian has spent over twenty-five years in corporate Real Estate and Asset Management, serving in executive positions with several Fortune 500 companies including Albertsons and A&P Supermarkets. During his career, Brian has led teams and initiatives in Real Estate development with development budgets in excess of $100,000,000 annually. He has also led Portfolio Management teams with responsibility for portfolios in excess of 50,000,000 square feet.
Nick Dalzell ~ Financial Analyst
Born and raised in Idaho, Nick graduated from Boise State University in 2020 with a degree in Finance and received the Financial Modeling and Valuation Analyst certification from the Corporate Finance Institute. At GPWM, Nick is responsible for creating models and conducting investment analyses for potential opportunities. He spends his free time outdoors, enjoying the natural beauty that Idaho has to offer.
Nothing contained on this site should be construed as tax advice. Please consult your tax professional for specific tax advise. We are happy to visit with your tax professional to discuss Opportunity Zone specific regulations and how they may benefit you. Investments in real estate contain risks that should be understood before investing. The information on this site does not constitute an offering. An offering may only be made by the funds official PPM. Please contact us if you have questions about Opportunity Zone investing or to determine if you qualify to receive offering materials.
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