firstname.lastname@example.org | 425.283.1631
With 25 years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence. Prior to joining Coldstream, David was the Chief Investment Officer for Sandy Cove Advisors where he analyzed market trends and generated strategic and tactical asset allocation guidance. David earned a Bachelors of Science Degree in Finance from Bryant College and holds the Chartered Financial Analyst® (CFA®) designation.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
My 1st Edition of Ayn Rand’s “Atlas Shrugged”
Don’t let results drive your philosophy and process. A disciplined philosophy and process should consistently lead to strong results.
My hobbies include playing golf, traveling, and spending time with family and friends. I love being an active member of the Seattle/Bellevue community and can often be found socializing with friends around town. Most evenings after work, I'm spending time with my amazing wife.