Roger Clifford Reynolds
Founder bij Coldstream Capital Management, Inc.
Profiel
Mr. Roger C.
Reynolds is a Team Lead & Wealth Manager at Coldstream Capital Management, Inc. A co-founder of Coldstream, he specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families.
He also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability.
Prior to helping co-found Coldstream, he was a Principal and Portfolio Manager with Seafirst Investment Counselors in Seattle, WA.
He earned his Bachelor of Science degree in Finance, with an emphasis in Investments, from California State University, Long Beach.
Actieve functies van Roger Clifford Reynolds
| Bedrijven | Functie | Begin |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Founder | 01-01-1996 |
Eerdere bekende functies van Roger Clifford Reynolds
| Bedrijven | Functie | Einde |
|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - |
Opleiding van Roger Clifford Reynolds
| The California State University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
| Security Pacific Bank (Los Angeles, California) | Finance |
