Kevin Peterson
Portefeuillebeheerder-Aandelen bij Coldstream Capital Management, Inc.
Profiel
Mr. Kevin D.
Peterson is a Wealth Manager at Coldstream Capital Management, Inc. He is responsible for helping clients identify and achieve their financial goals.
Prior to joining Coldstream, Mr. Peterson was co-founder and financial advisor / wealth manager with The Summit Partners.
Actieve functies van Kevin Peterson
| Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-11-2023 |
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| Bedrijven in privébezit | 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 |
