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).
Bob joined Coldstream in 2003 and became a member of our Board of Directors in 2012. Bob served as Coldstream’s Chief Investment Officer and a Portfolio Manager until 2014 and he continues to serve as Portfolio Manager of our dividend growth mutual fund and separate account strategy. 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.
Chairman & CEO of Cascadia Capital, Michael Butler leads the firm and the firm’s Energy Environment and Sustainable Technologies practice. In addition, he is focused on the strategic direction and growth of the firm. Butler has been involved in over 100 transactions while at Cascadia Capital.
Prior to co-founding Cascadia Capital, Butler served as a Managing Director at Lehman Brothers responsible for global equity sales and equity syndicate. He also served on the firm's Equity Commitment Committee, Equity Syndicate Committee and Private Equity Commitment Committee. Before joining Lehman Brothers, Butler was a Principal with Morgan Stanley & Company, where he was responsible for divisional global product and risk management and was a member of the division's Operating Committee. He has been involved in numerous equity financing transactions for both public and private companies.
Butler holds a B.A. in Political Science from the University of Washington and an M.B.A. in International Finance from the Wharton School of the University of Pennsylvania.
Rich Simmonds is currently co-director of the Pacific Family Business Institute. Rich has worked with family businesses and their advisors for nearly 30 years. As a Seattle-based family business consultant, he assists university family business centers with development, coordination and hosting of workshops for family businesses.
Rich is involved with the family business initiatives at Oregon State University, Seattle University and Gonzaga University. He is a board member of the Family Enterprise Research Council, an international non-profit that conducts and promotes family business research, and a number of Northwest family businesses. In 1995, Rich co-founded Tyee Asset Strategies, a $4 billion wealth management company. Rich served as its Chairman until Tyee was acquired by the 7th generation Laird Norton Company in 2004. He has degrees in marketing and finance from Central Washington University.
Recently retired from his position as Chief Executive Officer of Security Properties, Orehek brings Coldstream’s Board over 30 years of real estate investment and business management experience. Orehek over saw Security Properties growth and recognition as a national owner, developer and operator of residential real estate. Over his career, he has helped structure hundreds of agreements between real estate sponsors and investors and remains active as both a real estate consultant and investor.
A private investor and entrepreneur based in Bellevue, Rubens brings to Coldstream 25 years of experience in launching startups, business acquisition, commercial real estate investing, and running large scale businesses. His previous roles include President and CEO of Architectural Details, Lighting Universe and ATGStores.com as well as VP of Lowes Corporation. An avid philanthropist, he also founded the Rubens Family Foundation which focuses on providing underprivileged kids with college scholarships and supporting no-cost adoptions for foster kids. Most recently, Rubens announced a five-year, $20 million donation from his foundation to the Washington State Opportunity Scholarship (WSOS) and has donated over $26 Million to date to fund educational programs since selling his business to Lowes in 2012.