Corey Dallas
Analyst-Equity chez Coldstream Capital Management, Inc.
Profil
Mr. Corey J.
Dallas is an Associate Portfolio Manager at Coldstream Capital Management, Inc. He works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts.
He is also part of the firm's Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations.
He received his undergraduate degree from Washington State University and a graduate degree from Pacific Lutheran University.
Postes actifs de Corey Dallas
| 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 | 01/07/2021 |
Formation de Corey Dallas
| Washington State 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 |
