Roger Clifford Reynolds
Fondateur chez Coldstream Capital Management, Inc.
Postes actifs de Roger Clifford Reynolds
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | 01/01/2022 | - |
| Fondateur | 01/01/1996 | - | |
| Directeur/Membre du Conseil | 01/01/1996 | 01/01/2022 |
Historique de carrière de Roger Clifford Reynolds
Anciens postes connus de Roger Clifford Reynolds
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Formation de Roger Clifford Reynolds
| The California State University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Director/Board Member | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
| Security Pacific Bank (Los Angeles, California) | Finance |
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