Kevin Peterson
Gestionnaire de Portefeuille-Actions chez Coldstream Capital Management, Inc.
Postes actifs de Kevin Peterson
Sociétés | Poste | Début | Fin |
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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 | 01/11/2023 | - |
Historique de carrière de Kevin Peterson
Statistiques
Internationale
Etats-Unis | 2 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 2 |
Fonctions occupées
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Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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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 |
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