Profiel
Mr. John de Carvalho, CFA, is a Director of Portfolio Management at Rainier Group Investment Advisory LLC.
He is member of the Investment Policy Committee.
His responsibilities include economic and market analysis/forecasts, client portfolio and relationship management, quarterly review of RGIA’s preferred managers, development and enhancement of financial models that report the results of investment analysis and recommendations, and analysis of potential and existing client portfolios, including recommended changes.
Mr. de Carvalho is a seasoned advisor and has been in the investment industry since 1993.
He is a graduate of the University of Washington with a Bachelor of Arts degree in Business Administration.
He holds the Chartered Financial Analyst designation, and is a member of the CFA Society of Seattle.
Eerdere bekende functies van John de Carvalho
| Bedrijven | Functie | Einde |
|---|---|---|
Moss Adams Wealth Advisors LLC
 Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Chief Investment Officer | 01-02-2018 |
Rainier Group Investment Advisory LLC
 Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | - |
Opleiding van John de Carvalho
| University of Washington | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Rainier Group Investment Advisory LLC
Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
