Brander Richmond, CFA, MBA
Portfolio Manager

brander.richmond@coldstream.com | 425.463.3017

Brander currently serves as a Portfolio Manager, having previously played a key role in manager screening and selection, along with performing both portfolio and equity analyses. He also contributes to strategic and tactical allocation decisions across client portfolios and is an active member of the Investment Strategy Group. Prior to joining Coldstream, Brander was an Investment Officer at Perkins Coie Trust Company, where he performed extensive due diligence across several asset classes. He was also instrumental in managing the firm’s trading process and performance analysis. Brander has over a decade of experience in investment strategy, research, and trading.

Brander is a graduate of Whitman College with a Bachelor of Arts (BA) in Economics and New York University’s Stern School of Business with a Master of Business Administration (MBA), where he was selected as a Stern Scholar. Brander also holds the Chartered Financial Analyst® designation. Brander is a member of the CFA Institute, the CFA Society of Seattle, the New York Society of Security Analysts and the World Affairs Council.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

THE MOST TREASURED THING I OWN

My great grandmother’s upright piano that I’ve been playing since I was just a few years old.

ONE PIECE OF ADVICE

When constructing an investment portfolio, pay attention to the characteristics of the entire portfolio, not just each component in isolation.

HOBBIES

I enjoy playing the piano and bagpipes in my spare time. I also always look forward to trying new food with friends and family.

TEAM

McCracken, ISG

LOCATION

Seattle