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 combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | 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 Provides investment management, retirement & estate planning, charitable giving, tax and business valuation advices | Corporate Officer/Principal | 01/10/2021 |
Formation de Darin Andrew Sevier
Expériences
Fonctions occupées
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Inactives
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
Washington State University
Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rosenbaum Financial, Inc.
Rosenbaum Financial, Inc. Investment ManagersFinance Provides investment management, retirement & estate planning, charitable giving, tax and business valuation advices | Finance |
















