Kevin is the Managing Partner of Coldstream as well as a Relationship Manager. Prior to joining Coldstream in 1997, Kevin was Vice President and Portfolio Manager at The Portola Group first in Menlo Park, CA then establishing the Group’s Kirkland office in 1995. He counseled individuals and families, providing investment management and comprehensive financial advisory services for more than $100 million in client assets. His responsibilities also included securities trading, client income tax and investment reporting, equity research and computer operations.
Kevin holds a B.S., Civil Engineering from Santa Clara University where he attended on a full athletic scholarship.
A co-Founder of Coldstream, Roger is a Partner and Relationship Manager providing wealth management and investment expertise to clients. Prior to Coldstream, Roger was Principal and Portfolio Manager for Seafirst Investment Counselors managing investments for corporate, public and union retirement portfolios as well as select private clients. In addition to his equity research activities, he managed short duration taxable and tax-exempt fixed income portfolios. Roger was Portfolio Manager at Security Pacific Bank responsible for cash management and fixed income portfolios for corporate and private clients. Before joining Security Pacific Bank, he was a property tax analyst and consultant to corporate clients of a Los Angeles-based CPA firm.
Roger holds a B.S., Finance, Investments emphasis, California State University, Long Beach
Since 1991, Roger has been involved with the Outdoors For All Foundation, a year-round adaptive recreation program for people with disabilities in Washington, and currently serves on the Board of Directors. He is also a Past President of Young Entrepreneurs' Organization (EO). He is a current member of Young President's Organization (YPO).
With Coldstream since 2003 and currently serving as Chief Investment Officer, Bob joined the Coldstream Board of Directors in 2012. In addition to CIO responsibilities, Bob is Portfolio Manager of our mutual fund. Over the course of his 40-year career in financial services, Bob has managed trust, private banking, investment management and brokerage organizations.
Bob was previously Senior Managing Director at the McDonald Financial Group and Executive Vice-President of its parent company, Key Bank. Bob joined Key Bank as Regional Manager for Private Banking, Trust and Brokerage Services in 1996 to oversee offices in Washington, Oregon, Alaska, Idaho, Colorado and Utah. Prior to Key Bank, Bob founded Seafirst Investment Counselors in 1983 and was instrumental in growing it to well in excess of $1 billion in managed assets.
Bob holds B.A., Business Administration, University of Washington and is a graduate of Pacific Coast Banking School. Bob is a long-time member of the faculty at Pacific Coast Banking School.
Rob, a Partner since merging his firm with Coldstream, joined the Coldstream Board of Directors in 2012. Rob is the founder of Pacific Northwest Insurance (“PNI”) and leads the key areas of our insurance business lines within this wholly owned subsidiary of Coldstream Holdings, Inc.. Founded in 1992, PNI specializes in property, casualty, and life insurance for individuals, families and commercial businesses. PNI serves clients in Washington, Oregon, California, Arizona and Idaho with affiliates across the U.S. and Canada.
Prior to beginning his 20+ year career in the insurance industry, Rob studied aeronautics and aviation through SSC. Rob is a member of The Advantage Group (TAG), serves as the TAG liaison for the CHUBB Cornerstone Advisory Group, and in 2012, was recognized by Safeco with their “Award of Excellence” for the seventh time. Rob is also actively involved with Bellevue Life Spring and the Bellevue Schools Foundation.