Roger Clifford Reynolds
Oprichter bij Coldstream Capital Management, Inc.
Actieve functies van Roger Clifford Reynolds
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2022 | - |
| Oprichter | 01-01-1996 | - | |
| Directeur/Bestuurslid | 01-01-1996 | 01-01-2022 |
Loopbaan van Roger Clifford Reynolds
Eerdere bekende functies van Roger Clifford Reynolds
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Opleiding van Roger Clifford Reynolds
| The California State University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Director/Board Member | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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 |
