Calm Qi
Analyst-Equity chez Coldstream Capital Management, Inc.
Profil
Mr. Calm Yong Tai Qi is an Analyst at Coldstream Capital Management, Inc. He works side-by-side with the Chief Investment Officer in leading the Investment Strategy Group (ISG).
As a Portfolio Analyst in ISG, he monitors its current model portfolios and proposes enhancements to its investment models through his research findings.
He is an active member in ISG and participates in all sub investment committees.
He also works with the CIO to prepare the firm's investment outlook presentation on a quarterly basis and webinars year-round.
He received his undergraduate degree from Western Washington University and a graduate degree from Pacific Lutheran University.
Postes actifs de Calm Qi
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/02/2022 |
Formation de Calm Qi
| Western Washington University | Undergraduate Degree |
| Pacific Lutheran University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
