Corey Dallas
Associate Portfolio Manager & Analyst

Corey works side-by-side with our Chief Investment Officer in leading the Investment Strategy Group (ISG). As a Portfolio Analyst in the ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member in ISG and participates in all sub investment committees. Corey works with our CIO to prepare our investment outlook presentation on a quarterly basis and webinars year-round.

Corey graduated for Pacific Lutheran University with a Master of Science Finance and from Washington State University with a Bachelor of Arts in Social Sciences. Prior to joining Coldstream, Corey spent two and a half years working within the wealth management industry as a Portfolio Analyst. His focus on data driven results and analytical mindset has been undeniably valuable to ISG and Coldstream as a whole.

THE MOST TREASURED THING I OWN

Our new puppy Teddy! He’s a mini bernedoodle and since he’s been in my life, spending time with him is one of my favorite things to do.

ONE PIECE OF ADVICE

Think of yourself as a lifelong learner.

HOBBIES

I have the travel bug and enjoy visiting new placed. I’ve been Paris, Munich, and New Orleans. When I’m not planning my next vacation, I’m playing soccer, tennis, or golf.

TEAM

Fitzwilson, ISG

LOCATION

Bellevue