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Our Firm

About Wellspring Capital Advisors



Client Partnership

At Wellspring Capital Advisors, LLC, we champion the power of collaboration. Partnering closely with a select group of companies, we seamlessly integrate with our clients' internal management teams. Whether we are stepping in as the Chief Investment Officer (CIO) or providing enhanced resources to the Executive Team, we are committed to being there every step of the way.

Earned Trust

Our Client's Trust is the Foundation of our firm and we take great pride in our close working relationship with our clients.  We define ourselves by the quality and depth of our client relationships.

Experienced Perspective

We have expansive capital market and insurance company asset management experience. This is invaluable when setting investment policy, working with your investment managers, evaluating investment opportunities, and monitoring risk.

Our History

Steven Guyer, CFA, worked for 17 years for an investment advisory firm managing money exclusively for insurance companies. He took great pride in developing close working relationships with his clients. After leaving this firm to pursue other opportunities, Steve was approached by a former client to join them as their Chief Investment Officer. While politely declining, he offered to fulfill that role independently while providing the same service to other select insurance companies.


Brad Herrick, CFA, partnered with Steve shortly after the founding of Wellspring. The firm was founded on the core philosophy that deep, committed client relationships will endure the test of time.   

Our Team

Our Team


Steven W. Guyer, CFA


Bradley F. Herrick, CFA

Steve founded Wellspring Capital Advisors in 2003. Steve has spent his entire 39 year career in the insurance asset management industry.  Before starting Wellspring, Steve spent 17 years at Asset Allocation and Management Company (AAM), where he was a Partner, Senior Portfolio Manager and a member of the Board of Directors.  In addition to co-chairing AAM’s Investment Committee, Steve was also responsible for directing the firm’s tax advantaged investment strategies.  Steve has been a speaker at a variety of insurance related conferences and educational sessions for a number of State Insurance Departments.  Steve graduated from Northwestern University in 1985 and is a CFA Charterholder.

Brad is a Principal at Wellspring Capital Advisors and has been with the firm since 2005. His responsibilities include, risk management, investment analysis and portfolio management. Prior to joining Wellspring, Brad had several different roles over five years at Deutsche Bank within their asset management and investment products groups. While at Deutsche Bank, Brad earned the Charted Financial Analyst (CFA) designation and FINRA Series 7, 6, and 63 licenses. Brad graduated from Wabash College in 2000 and studied accounting and applied statistical analysis at the University of Chicago Booth School of Business.

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