James Matthew Walsh
Gestionnaire de Portefeuille-Actions chez Coldstream Capital Management, Inc.
Profil
Mr. James M.
Walsh, CFA MBA, is a Portfolio Manager at Coldstream Capital Management, Inc.
He began his career in 1998 when he joined Worldwide Investments Corp.
as an Equity Trader.
Prior to joining Coldstream, Mr. Walsh worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills.
He began his career in 1998 when he joined Worldwide Investments Corp.
He holds a Bachelors of Arts in Political Science from California State University, San Marcos, and a Masters of Business Administration from the University of California, Irvine.
He is also an active member of the CFA Society of Seattle.
Postes actifs de James Matthew Walsh
| 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 | 01/08/2006 |
Anciens postes connus de James Matthew Walsh
| Sociétés | Poste | Fin |
|---|---|---|
The City National Bank of Metropolis
 The City National Bank of Metropolis Major BanksFinance Part of City National Bankcorp, Inc., The City National Bank of Metropolis is a financial institution that offers personal and business accounts, loans, and services. The company is based in Metropolis, IL and has two locations in the area. In addition to traditional banking services, they also offer digital banking options such as online account opening and text alerts. The bank emphasizes community involvement and has a team dedicated to sharing stories and supporting local causes. | Corporate Officer/Principal | - |
Worldwide Investments Co. Ltd.
 Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - |
Formation de James Matthew Walsh
| California State University-San Marcos | Undergraduate Degree |
| University of California, Irvine | Masters Business Admin |
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 | 4 |
|---|---|
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 |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Worldwide Investments Co. Ltd.
Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Finance |
The City National Bank of Metropolis
The City National Bank of Metropolis Major BanksFinance Part of City National Bankcorp, Inc., The City National Bank of Metropolis is a financial institution that offers personal and business accounts, loans, and services. The company is based in Metropolis, IL and has two locations in the area. In addition to traditional banking services, they also offer digital banking options such as online account opening and text alerts. The bank emphasizes community involvement and has a team dedicated to sharing stories and supporting local causes. | Finance |
