Darin Andrew Sevier
Gestionnaire de Portefeuille-Actions chez Coldstream Capital Management, Inc.
Profil
Mr. Darin A.
Sevier is an Associate Portfolio Manager at Coldstream Capital Management, Inc. He works with Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo.
He enjoys identifying emerging trends within the industry and in the global markets.
He also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches.
Prior to joining Coldstream, he was Senior Investment Manager at Rosenbaum Financial.
He has been in the financial services industry for 14 years and also worked at Fidelity Investments and Ameriprise Financial Services.
His prior work experience has helped foster significant knowledge in key areas, including financial planning, investments, insurance, and administration.
Mr. Sevier holds a Bachelor’s degree in Business Administration from Washington State University.
He earned the Chartered Retirement Planning Counselor SM designation from the College for Financial Planning.
Postes actifs de Darin Andrew Sevier
| 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. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Anciens postes connus de Darin Andrew Sevier
| Sociétés | Poste | Fin |
|---|---|---|
Rosenbaum Financial, Inc.
 Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Corporate Officer/Principal | 01/10/2021 |
Formation de Darin Andrew Sevier
| Washington State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
Rosenbaum Financial, Inc.
Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Finance |
