Roger Clifford Reynolds
Gründer bei Coldstream Capital Management, Inc.
Aktive Positionen von Roger Clifford Reynolds
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.2022 | - |
| Gründer | 01.01.1996 | - | |
| Direktor/Vorstandsmitglied | 01.01.1996 | 01.01.2022 |
Karriereverlauf von Roger Clifford Reynolds
Ehemalige bekannte Positionen von Roger Clifford Reynolds
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Ausbildung von Roger Clifford Reynolds
| The California State University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Director/Board Member | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
- Börse
- Insiders
- Roger Clifford Reynolds
- Erfahrung
