Coldstream Capital Management
Industry: Company
DescriptionFounded: 1996 Parent organization: Coldstream Holdings, Inc. Subsidiary: Coldstream Private Equity
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Coldstream Capital Management Employees
Employee
Years
Job
Industry
Sarah Constantine Sarah Constantine's Coldstream Capital Management Experience May 2015 - June 2015
Job Staff Accountant at Merill Gardens
Industry Accounting
Experience
Merill Gardens June 2015 - Present
Coldstream Capital Management May 2015 - June 2015
Emeritus October 2013 - January 2015
University of Oregon September 2012 - June 2013
US Bank September 2008 - August 2012
The University of Arizona February 2006 - July 2008
Skills
Customer Service, Accounting, Microsoft Office, QuickBooks, PowerPoint, Microsoft Excel, Tax Returns, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Account Reconciliation
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Masters, Accounting
University of Washington, Michael G. Foster School of Business 2011 — 2011
Graduate Accounting Certificate
University of Arizona 2004 — 2008
BA, Economics
Merill Gardens June 2015 - Present
Coldstream Capital Management May 2015 - June 2015
Emeritus October 2013 - January 2015
University of Oregon September 2012 - June 2013
US Bank September 2008 - August 2012
The University of Arizona February 2006 - July 2008
Skills
Customer Service, Accounting, Microsoft Office, QuickBooks, PowerPoint, Microsoft Excel, Tax Returns, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Account Reconciliation
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2013
Masters, Accounting
University of Washington, Michael G. Foster School of Business 2011 — 2011
Graduate Accounting Certificate
University of Arizona 2004 — 2008
BA, Economics
Nina Rose , CFP® Nina Rose , CFP®'s Coldstream Capital Management Experience Regional Fixed Income SpecialistCharles SchwabMay 2008 - October 2014
Job Portfolio Manager at Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management Regional Fixed Income SpecialistCharles SchwabMay 2008 - October 2014
AG Edwards & Sons Inc August 2006 - May 2008
Dex Media February 2005 - July 2006
Verizon Information Services February 1997 - January 2005
Education
University of Northern Colorado
BA, Kinesiology; Exercise Physiology
Coldstream Capital Management Regional Fixed Income SpecialistCharles SchwabMay 2008 - October 2014
AG Edwards & Sons Inc August 2006 - May 2008
Dex Media February 2005 - July 2006
Verizon Information Services February 1997 - January 2005
Education
University of Northern Colorado
BA, Kinesiology; Exercise Physiology
Lauren (Echevarria) Bayer Lauren (Echevarria) Bayer's Coldstream Capital Management Experience March 2015 - Present
Job Marketing Associate at Coldstream Capital Management
Industry Marketing and Advertising
Experience
Coldstream Capital Management March 2015 - Present
Corum Group Ltd. January 2015 - March 2015
Corum Group Ltd. November 2013 - December 2014
Chicago Sinfonietta August 2013 - October 2013
The Brew House Association September 2012 - May 2013
Tucson Museum of Art May 2012 - August 2012
Future Tenant September 2011 - May 2012
Chicago Chamber Musicians June 2010 - June 2011
City of Evanston January 2008 - August 2010
Chicago Human Rhythm Project June 2009 - August 2009
Skills
Adobe InDesign CS3 and..., PastPerfect IV, Microsoft Office..., Painting (Oil and..., Adobe Creative Suite, Event Planning, Social Media, Social Networking, Event Management, Press Releases, Arts Administration, Social Media Marketing, Facebook, Graphic Design, PowerPoint, Research, Google Analytics, Grant Writing, Data Analysis, Mac, Email Marketing, Access, Digital Marketing, Newsletters, Marketing, Microsoft Office, Music, Public Relations, InDesign, Advertising, Community Outreach, Art, Volunteer Management, Direct Mail, Management, Microsoft Excel, SEO, Video, Online Marketing, Microsoft Word, Photography, Museums, Nonprofits, Blogging, Writing
Education
Carnegie Mellon University 2011 — 2013
Master's degree
Northwestern University 2007 — 2011
BA
Queen Mary University of London 2010 — 2010
Study Abroad
Coldstream Capital Management March 2015 - Present
Corum Group Ltd. January 2015 - March 2015
Corum Group Ltd. November 2013 - December 2014
Chicago Sinfonietta August 2013 - October 2013
The Brew House Association September 2012 - May 2013
Tucson Museum of Art May 2012 - August 2012
Future Tenant September 2011 - May 2012
Chicago Chamber Musicians June 2010 - June 2011
City of Evanston January 2008 - August 2010
Chicago Human Rhythm Project June 2009 - August 2009
Skills
Adobe InDesign CS3 and..., PastPerfect IV, Microsoft Office..., Painting (Oil and..., Adobe Creative Suite, Event Planning, Social Media, Social Networking, Event Management, Press Releases, Arts Administration, Social Media Marketing, Facebook, Graphic Design, PowerPoint, Research, Google Analytics, Grant Writing, Data Analysis, Mac, Email Marketing, Access, Digital Marketing, Newsletters, Marketing, Microsoft Office, Music, Public Relations, InDesign, Advertising, Community Outreach, Art, Volunteer Management, Direct Mail, Management, Microsoft Excel, SEO, Video, Online Marketing, Microsoft Word, Photography, Museums, Nonprofits, Blogging, Writing
Education
Carnegie Mellon University 2011 — 2013
Master's degree
Northwestern University 2007 — 2011
BA
Queen Mary University of London 2010 — 2010
Study Abroad
Randall C. Buck, CFA Randall C. Buck, CFA's Coldstream Capital Management Experience January 2011 - November 2013
Job Financial Advisor/Senior Portfolio Manager
Industry Investment Management
Experience
CONCERT Wealth Management/Madison Park Advisors 2014 - Present
Coldstream Capital Management January 2011 - November 2013
Appropriate Balance Financial Services 2009 - 2011
Freestone Capital Management 2002 - 2007
Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Hedge Funds, Equities, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Private Equity, Quantitative Investing, Portfolio Optimization, Options, Asset Managment, Strategic Financial..., Capital Markets
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Statistics
Simon Fraser University 1980 — 1982
Bachelor of Arts (BA), Business and Economics (Joint Honors)
CONCERT Wealth Management/Madison Park Advisors 2014 - Present
Coldstream Capital Management January 2011 - November 2013
Appropriate Balance Financial Services 2009 - 2011
Freestone Capital Management 2002 - 2007
Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Hedge Funds, Equities, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Private Equity, Quantitative Investing, Portfolio Optimization, Options, Asset Managment, Strategic Financial..., Capital Markets
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Statistics
Simon Fraser University 1980 — 1982
Bachelor of Arts (BA), Business and Economics (Joint Honors)
Elbridge H Stuart Elbridge H Stuart's Coldstream Capital Management Experience 2003 - 2009
Job Vice Chairman CHairman of Finance Committee at Sierra Nevada College
Industry Philanthropy
Experience
Sierra Nevada College January 2011 - Present
Carnation Farms LLC 2010 - Present
Elbridge & Debra Stuart Family Foundation 2009 - Present
Camp Korey at Carnation Farms January 2007 - Present
Stuart Foundation (DBA Elbridge Amos Stuart Foundations) 1982 - Present
Coldstream Capital Management 2003 - 2009
ASK Computer 1982 - 1984
Tymshare January 1977 - April 1982
Stanford Artificial Intelligence Project 1969 - 1977
Skills
Hedge Funds, Alternative Investments, Strategic Planning, Start-ups, Mergers & Acquisitions
Education
Stanford University
BA, History
Lawrenceville School 1962 — 1966
Sierra Nevada College January 2011 - Present
Carnation Farms LLC 2010 - Present
Elbridge & Debra Stuart Family Foundation 2009 - Present
Camp Korey at Carnation Farms January 2007 - Present
Stuart Foundation (DBA Elbridge Amos Stuart Foundations) 1982 - Present
Coldstream Capital Management 2003 - 2009
ASK Computer 1982 - 1984
Tymshare January 1977 - April 1982
Stanford Artificial Intelligence Project 1969 - 1977
Skills
Hedge Funds, Alternative Investments, Strategic Planning, Start-ups, Mergers & Acquisitions
Education
Stanford University
BA, History
Lawrenceville School 1962 — 1966
Andy Yu Andy Yu's Coldstream Capital Management Experience June 2015 - August 2015
Job Former Intern at Coldstream Capital Management & Former Summer Associate at Glacier Peak Capital | Uni of Washington '16
Industry Financial Services
Experience
Coldstream Capital Management June 2015 - August 2015
Glacier Peak Capital June 2014 - September 2014
Blue Chips October 2013 - June 2014
Y & Y International, Inc. January 2011 - June 2014
Sole Proprietorship 2008 - June 2014
RepubliQ Modern Event Venue June 2010 - July 2010
Skills
Spoken Mandarin Chinese, Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, 10 Key, Microsoft Office, Qualitative Research, Quantitative Research, Customer Service, Windows, Market Research, Financial Analysis, Management, Investments, Stock Trading, Social Media, Economics, Public Speaking, Leadership, Finance, Research, Analysis, Statistics, Event Planning, Entrepreneurship, Fundraising, Sales, Facebook, Twitter, Time Management, Teamwork, Marketing, Multi Tasking, Presentations, Advertising, Portfolio Management, Macroeconomics, Networking, Analytics, Training, Social Networking, Business Analysis, Business Development, Team Management, Business Strategy, Team Leadership
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
Bachelor of Arts (B.A.) in Business Administration, Finance, Finance GPA 4.0/4.0, Cumulative GPA 3.6/4.0
University of Washington 2012 — 2016
Bachelor of Arts (B.A.), Business Administration
University of Sussex 2014 — 2014
Study Abroad, School of Business, Management, and Economics
Bellevue College
4.00/4.00
Redmond High School 2009 — 2012
3.93/4.00
Coldstream Capital Management June 2015 - August 2015
Glacier Peak Capital June 2014 - September 2014
Blue Chips October 2013 - June 2014
Y & Y International, Inc. January 2011 - June 2014
Sole Proprietorship 2008 - June 2014
RepubliQ Modern Event Venue June 2010 - July 2010
Skills
Spoken Mandarin Chinese, Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, 10 Key, Microsoft Office, Qualitative Research, Quantitative Research, Customer Service, Windows, Market Research, Financial Analysis, Management, Investments, Stock Trading, Social Media, Economics, Public Speaking, Leadership, Finance, Research, Analysis, Statistics, Event Planning, Entrepreneurship, Fundraising, Sales, Facebook, Twitter, Time Management, Teamwork, Marketing, Multi Tasking, Presentations, Advertising, Portfolio Management, Macroeconomics, Networking, Analytics, Training, Social Networking, Business Analysis, Business Development, Team Management, Business Strategy, Team Leadership
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
Bachelor of Arts (B.A.) in Business Administration, Finance, Finance GPA 4.0/4.0, Cumulative GPA 3.6/4.0
University of Washington 2012 — 2016
Bachelor of Arts (B.A.), Business Administration
University of Sussex 2014 — 2014
Study Abroad, School of Business, Management, and Economics
Bellevue College
4.00/4.00
Redmond High School 2009 — 2012
3.93/4.00
Sarah W. Quist,CFP®, CDFA Sarah W. Quist,CFP®, CDFA's Coldstream Capital Management Experience January 1998 - January 2002
Job Investment Manager at Vision Capital Management, Inc.
Industry Financial Services
Experience
Vision Capitial Management, Inc 2005 - Present
Charles Schwab September 2002 - September 2004
Coldstream Capital Management January 1998 - January 2002
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Equities, Hedge Funds, Start-ups, Private Equity, Strategy, Entrepreneurship, Business Strategy, Wealth Management..., Asset Management, Financial Services, Investment Management, Executive Management, 401k, Securities, Finance
Education
University of Oregon 1982 — 1986
BS, Economics
Woodside High School 1978 — 1981
Vision Capitial Management, Inc 2005 - Present
Charles Schwab September 2002 - September 2004
Coldstream Capital Management January 1998 - January 2002
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Equities, Hedge Funds, Start-ups, Private Equity, Strategy, Entrepreneurship, Business Strategy, Wealth Management..., Asset Management, Financial Services, Investment Management, Executive Management, 401k, Securities, Finance
Education
University of Oregon 1982 — 1986
BS, Economics
Woodside High School 1978 — 1981
Cynthia Biro Cynthia Biro's Coldstream Capital Management Experience March 2006 - March 2009
Job Experienced Executive Assistant
Industry Hospital & Health Care
Experience
Swedish Issaquah 2011 - Present
Coldstream Capital Management March 2006 - March 2009
Education
Bellevue Community College 2009 — 2010
AA, Business Administration and Management, General
Swedish Issaquah 2011 - Present
Coldstream Capital Management March 2006 - March 2009
Education
Bellevue Community College 2009 — 2010
AA, Business Administration and Management, General
Howard Coleman Howard Coleman's Coldstream Capital Management Experience March 2011 - Present
Job Chief Investment Officer
Industry Financial Services
Experience
Coldstream Capital Management March 2011 - Present
Antioch University Board of Governors 2013 - Present
Pontus Capital Management 2013 - Present
Genesee Investments LLC January 1997 - March 2011
Riddell Williams P.S. 1991 - 1997
Riddell, Williams PS January 1985 - January 1991
Washinton State Supreme Court, Justice Barbara Durham 1984 - 1985
Skills
Due Diligence, Private Equity, Alternative Investments, Litigation Management, Mutual Funds, Wealth Management, Securities Regulation, Financial Structuring, SEC, Finance, Management, Start-ups, Structured Finance, Hedge Funds, Investments, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Fund Of Funds, SEC Compliance, fund formation and..., Reg. D Offerings
Education
University of Washington 1981 — 1984
JD with Honors, Law
Antioch College
BA, Political Science
Coldstream Capital Management March 2011 - Present
Antioch University Board of Governors 2013 - Present
Pontus Capital Management 2013 - Present
Genesee Investments LLC January 1997 - March 2011
Riddell Williams P.S. 1991 - 1997
Riddell, Williams PS January 1985 - January 1991
Washinton State Supreme Court, Justice Barbara Durham 1984 - 1985
Skills
Due Diligence, Private Equity, Alternative Investments, Litigation Management, Mutual Funds, Wealth Management, Securities Regulation, Financial Structuring, SEC, Finance, Management, Start-ups, Structured Finance, Hedge Funds, Investments, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Fund Of Funds, SEC Compliance, fund formation and..., Reg. D Offerings
Education
University of Washington 1981 — 1984
JD with Honors, Law
Antioch College
BA, Political Science
Henry Yu, CFP® Henry Yu, CFP®'s Coldstream Capital Management Experience October 2005 - July 2009
Job Partner & Portfolio Manager at Summa Global Advisors, LLC
Industry Financial Services
Experience
Summa Global Advisors, LLC October 2009 - Present
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - October 2005
Cascade AIDS Project January 2004 - April 2004
Skills
Customer Service, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Comprehensive Financial..., Client Presentation, Estate Planning, Investment Advisory, Personal Financial..., Retirement Planning, Financial Planning
Education
University of Portland 2010 — 2010
Executive Certificate, Financial Planning
Portland State University 2000 — 2003
Bachelor, Finance, Marketing
Wah Yan College, Kowloon 1992 — 1999
High School, Secondary Education
Summa Global Advisors, LLC October 2009 - Present
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - October 2005
Cascade AIDS Project January 2004 - April 2004
Skills
Customer Service, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Comprehensive Financial..., Client Presentation, Estate Planning, Investment Advisory, Personal Financial..., Retirement Planning, Financial Planning
Education
University of Portland 2010 — 2010
Executive Certificate, Financial Planning
Portland State University 2000 — 2003
Bachelor, Finance, Marketing
Wah Yan College, Kowloon 1992 — 1999
High School, Secondary Education
Kathleen Kettner's Coldstream Capital Management Experience February 2009 - August 2014
Job IT Manager Network Administrator Office 365 + Exchange specializing in small business
Industry Information Technology and Services
Experience
Name Withheld April 2015 - Present
Kathleen Kettner - Implementation and deployment of IT solutions for small business January 1990 - Present
Coldstream Capital Management February 2009 - August 2014
Orca Bay Capital Corporation April 2001 - July 2008
Gordon Thomas Honeywell January 1992 - September 1999
Skills
Network Administration, Office 365, Exchange Server, IP Phones, Salesforce.com..., Database Administration, Document Management, Word templates, VPN, Varonis, Compliance, Offsite Backup, Instructor-led Training, Hands-on Training, Time Management, Technical Documentation, Inventory Management, Microsoft Exchange, Blackberry Enterprise..., Networking, Salesforce.com
Education
University of Illinois at Urbana-Champaign - College of Business
Name Withheld April 2015 - Present
Kathleen Kettner - Implementation and deployment of IT solutions for small business January 1990 - Present
Coldstream Capital Management February 2009 - August 2014
Orca Bay Capital Corporation April 2001 - July 2008
Gordon Thomas Honeywell January 1992 - September 1999
Skills
Network Administration, Office 365, Exchange Server, IP Phones, Salesforce.com..., Database Administration, Document Management, Word templates, VPN, Varonis, Compliance, Offsite Backup, Instructor-led Training, Hands-on Training, Time Management, Technical Documentation, Inventory Management, Microsoft Exchange, Blackberry Enterprise..., Networking, Salesforce.com
Education
University of Illinois at Urbana-Champaign - College of Business
Elizabeth Zackheim's Coldstream Capital Management Experience April 2015 - Present
Job Private Client Services Associate at Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management April 2015 - Present
Education
University of Washington, Michael G. Foster School of Business 1998 — 2002
Bachelor of Arts
Highline Community College 1996 — 1998
Associate of Arts
Thomas Jefferson High School 1995 — 1998
Coldstream Capital Management April 2015 - Present
Education
University of Washington, Michael G. Foster School of Business 1998 — 2002
Bachelor of Arts
Highline Community College 1996 — 1998
Associate of Arts
Thomas Jefferson High School 1995 — 1998
Rian Clark Rian Clark's Coldstream Capital Management Experience October 2005 - July 2009
Job Relationship Manager at The Standard
Industry Investment Management
Experience
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Standard Retirement Services April 2015 - Present
StanCorp Investment Advisers March 2014 - April 2015
StanCorp Investment Advisers August 2012 - March 2014
StanCorp Investment Advisers July 2009 - August 2012
Coldstream Capital Management October 2005 - July 2009
Western Pacific Investment Advisers May 2004 - September 2005
Beacon Rock Capital July 2003 - March 2004
MKG Financial Group, Inc. July 1999 - July 2003
Skills
Financial Services, Series 65, PortfolioCenter, Junxure, Microsoft Excel, Outlook, Microsoft Office, Back Office, Accounts Receivable, Client Billing, Account Reconciliation, Performance Measurement, Process Improvement, Procedure Creation, Procedure Development, Axys, Advent
Education
University of Oregon 1997 — 1999
B.A., Economics
LaSalle High School 1991 — 1995
Diploma
Daniel Figliola's Coldstream Capital Management Experience January 2008 - July 2009
Job Managing Director at Alpine Capital Partners, LLC
Industry Investment Management
Experience
Alpine Capital Partners, LLC August 2009 - Present
Coldstream Capital Management January 2008 - July 2009
Fidelity Investments 1991 - 2007
Education
The University of Akron 1981 — 1985
BS, Finance
Alpine Capital Partners, LLC August 2009 - Present
Coldstream Capital Management January 2008 - July 2009
Fidelity Investments 1991 - 2007
Education
The University of Akron 1981 — 1985
BS, Finance
Carrie Troy's Coldstream Capital Management Experience February 2015 - Present
Job Private Client Services Administrator, Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management February 2015 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2013 - February 2015
Private Family Foundation June 2009 - February 2013
Eddie Bauer 2006 - 2009
Europe Express 2000 - 2006
Education
California State University-Northridge 1978 — 1983
BS, Mathematics
Coldstream Capital Management February 2015 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2013 - February 2015
Private Family Foundation June 2009 - February 2013
Eddie Bauer 2006 - 2009
Europe Express 2000 - 2006
Education
California State University-Northridge 1978 — 1983
BS, Mathematics
Dave Powers's Coldstream Capital Management Experience December 2014 - Present
Job Portfolio Manager at Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management December 2014 - Present
Sandy Cove Advisors, LLC January 2014 - September 2014
Kanon Bloch Carre May 2011 - January 2014
RINET Company, LLC May 2004 - May 2011
LPL Financial June 1996 - July 2002
Skills
Equities, Wealth Management, Hedge Funds, Investments, Series 7, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Financial Modeling, Retirement Planning, Financial Markets, High Net Worth..., Financial Planners
Education
Bryant University 1992 — 1996
Finance, General
Coldstream Capital Management December 2014 - Present
Sandy Cove Advisors, LLC January 2014 - September 2014
Kanon Bloch Carre May 2011 - January 2014
RINET Company, LLC May 2004 - May 2011
LPL Financial June 1996 - July 2002
Skills
Equities, Wealth Management, Hedge Funds, Investments, Series 7, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Financial Modeling, Retirement Planning, Financial Markets, High Net Worth..., Financial Planners
Education
Bryant University 1992 — 1996
Finance, General
Rachel (Clifford) Wakefield's Coldstream Capital Management Experience October 2005 - September 2008
Job Partner at Summa Global Advisors, LLC
Industry Investment Management
Experience
Summa Global Advisors, LLC January 2009 - Present
Coldstream Capital Management October 2005 - September 2008
Western Pacific Investment Advisers, Inc. 1995 - September 2005
Education
Berean
San Diego Christian College
Summa Global Advisors, LLC January 2009 - Present
Coldstream Capital Management October 2005 - September 2008
Western Pacific Investment Advisers, Inc. 1995 - September 2005
Education
Berean
San Diego Christian College
Emily Kopp's Coldstream Capital Management Experience June 2013 - Present
Job
Industry Financial Services
Experience
Coldstream Capital Management June 2013 - Present
Skills
Microsoft Office, Attention To Detail, Team Oriented, Customer Service, Verbal and Written..., Analytical Abilities, Confidentiality, Report Writing, Research
Education
Benedictine College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Coldstream Capital Management June 2013 - Present
Skills
Microsoft Office, Attention To Detail, Team Oriented, Customer Service, Verbal and Written..., Analytical Abilities, Confidentiality, Report Writing, Research
Education
Benedictine College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY