EJ Brink
Portefeuillebeheerder-Aandelen bij Coldstream Capital Management, Inc.
Profiel
Mr. Elliot J.
Brink is a Wealth Manager at Coldstream Capital Management, Inc. He works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan.
He has a hand in daily client work which helps keep his perspective grounded in the client experience.
He also coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life.
Prior to joining Coldstream, he was a Co-Founder at Paracle Advisors.
In 2004, the wealth management landscape was focused primarily on serving the needs of ultra-high net worth clients.
There was a gap in service between what those with moderate wealth were receiving, compared to those with massive wealth.
He received his undergraduate degree from Seattle Pacific University.
Actieve functies van EJ Brink
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-06-2021 |
Eerdere bekende functies van EJ Brink
| Bedrijven | Functie | Einde |
|---|---|---|
Paracle Advisors LLC
 Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Oprichter | 23-06-2021 |
Opleiding van EJ Brink
| Seattle Pacific University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Finance |
