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Responsible for asset allocation, security selection, and periodic rebalancing of client portfolios, Darren brings an analytical bent and relentless curiosity to Coldstream. He serves on the Investment Strategy Group, where he focuses on alternative asset classes and macroeconomic research, and also sits on the Investment Committee of Genesee Investments, a Coldstream affiliate that is one of country’s oldest managers of funds of hedge funds. Darren graduated from Pacific Lutheran University summa cum laude with degrees in Business Administration and Economics and holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst℠ (CAIA℠) designations. Darren is a member of CFA Institute, the CFA Society of Seattle, and the CAIA Association®.
A Northwest native and Eastside resident, Darren spends most weekends hiking, backpacking, mountaineering, or snowshoeing. His portfolio of eclectic hobbies also includes aviation, geology, astronomy, Norwegian language, the history of the Titanic and other classic ocean liners, and the works of JRR Tolkien.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®.
I like to joke that I live in spreadsheets, whether analyzing a client’s portfolio or planning my next backpacking trip, but it’s really true! I love picking apart a problem, especially when I get to learn something new along the way.