Kevin Michael Fitzwilson
Director Ejecutivo en Coldstream Capital Management, Inc. .
Perfil
Mr. Kevin M.
Fitzwilson is a Managing Shareholder & Team Lead at Coldstream Capital Management, Inc. He is on the Board of Directors at Coldstream Capital Management, Inc. He has primary responsibility for Coldstream’s strategic planning and company direction.
He has spent his entire professional career in wealth management serving in a variety of client relationship, administrative support, and leadership roles.
Joining Coldstream only a year after it opened its doors, Mr. Fitzwilson soon began assisting with business management and providing oversight on the financial, legal, and accounting activities for the firm.
Prior to starting with Coldstream, he served as Vice President and Portfolio Manager with a San Francisco Area-based wealth management firm.
He holds a Bachelors of Science in Civil Engineering from Santa Clara University.
Cargos activos de Kevin Michael Fitzwilson
| 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. | Director Ejecutivo | 01/10/1997 |
Antiguos cargos conocidos de Kevin Michael Fitzwilson.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/02/1997 |
Formación de Kevin Michael Fitzwilson.
| Santa Clara University | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 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 |
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