Roger Clifford Reynolds
Oprichter bij Coldstream Capital Management, Inc.
Actieve functies van Roger Clifford Reynolds
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. | Portefeuillebeheerder-Aandelen | 01-01-2022 | - |
Oprichter | 01-01-1996 | - | |
Directeur/Bestuurslid | 01-01-1996 | 01-01-2022 |
Loopbaan van Roger Clifford Reynolds
Eerdere bekende functies van Roger Clifford Reynolds
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Opleiding van Roger Clifford Reynolds
The California State University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Director/Board Member | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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 |
Security Pacific Bank (Los Angeles, California) | Finance |