Kevin Michael Fitzwilson
Algemeen Directeur bij Coldstream Capital Management, Inc.
Actieve functies van Kevin Michael Fitzwilson
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Directeur/Bestuurslid | 01-10-1997 | - |
| Algemeen Directeur | 01-10-1997 | - | |
| Voorzitter | 01-10-1997 | - | |
| President | 01-10-1997 | - |
Loopbaan van Kevin Michael Fitzwilson
Eerdere bekende functies van Kevin Michael Fitzwilson
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Portefeuillebeheerder-Aandelen | 01-01-1991 | 01-02-1997 |
Opleiding van Kevin Michael Fitzwilson
| Santa Clara University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Director/Board Member | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
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 |
