Roger Clifford Reynolds
Fundador en Coldstream Capital Management, Inc. .
Cargos activos de Roger Clifford Reynolds
| 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. | Gestor de Cartera-Acciones | 01/01/2022 | - |
| Fundador | 01/01/1996 | - | |
| Director/Miembro de la Junta | 01/01/1996 | 01/01/2022 |
Historial de carrera de Roger Clifford Reynolds
Antiguos cargos conocidos de Roger Clifford Reynolds.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Formación de Roger Clifford Reynolds.
| The California State University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Director/Board Member | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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 |
