EJ Brink
Gestor de Cartera-Acciones en Coldstream Capital Management, Inc. .
Perfil
Mr. Elliot J.
Brink is a Wealth Manager at Coldstream Capital Management, Inc. He works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan.
He has a hand in daily client work which helps keep his perspective grounded in the client experience.
He also coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life.
Prior to joining Coldstream, he was a Co-Founder at Paracle Advisors.
In 2004, the wealth management landscape was focused primarily on serving the needs of ultra-high net worth clients.
There was a gap in service between what those with moderate wealth were receiving, compared to those with massive wealth.
He received his undergraduate degree from Seattle Pacific University.
Cargos activos de EJ Brink
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/06/2021 |
Antiguos cargos conocidos de EJ Brink.
| Empresas | Cargo | Fin |
|---|---|---|
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 | 23/06/2021 |
Formación de EJ Brink.
| Seattle Pacific University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
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 |
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