Bill's History

In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world.  He appears regularly on Seattle's PBS Serious Money program, is a guest contributor on NPR's Morning Edition and writes a syndicated investment column.  

For 13 years he worked with retail and institutional accounts for Salomon Smith Barney in Seattle, WA.  He moved on to be an Advisor and Partner of Pacific Asset Management for seven years and now has started his own Investment Advisory firm with two partners called Sagemark Wealth Management in Kirkland, WA.  

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.  

When he's not working on the above stuff, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his second book, and enjoying the company of his wonderful friends.