Anne Marie L. Stonich
Director/Miembro de la Junta en Coldstream Capital Management, Inc. .
Cargos activos de Anne Marie L. Stonich
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Director/Miembro de la Junta | 01/06/2021 | - |
| Gestor de Cartera-Acciones | 01/06/2021 | - |
Historial de carrera de Anne Marie L. Stonich
Antiguos cargos conocidos de Anne Marie L. Stonich.
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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. | Fundador | 01/02/2004 | 23/06/2021 |
| Gestor de Cartera-Acciones | 01/02/2004 | 23/06/2021 |
Formación de Anne Marie L. Stonich.
| University of Washington | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Portfolio Manager-Equities | 2 |
| Founder | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
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 |
