blog

Insights

November 21, 2012

Darren Ritchie attaining the CAIA designation

In Awards & Recognition, Coldstream Happenings

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation.

The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers various topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management.  Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation, and thousands more have become candidates in the CAIA program.  The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.

Insights Tags

Related Articles

Coldstream leadership changes

September 1, 2026

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth Coldstream, an employee-owned financial services firm headquartered in Bellevue, today announced that Megan [...]

April 24, 2026

Coldstream’s Bike to Work Month

This May, Coldstream will launch its fifth annual “Bike to Work Month,” marking its 17th year for some of our team members. This is no ordinary bicycle challenge: our Bike to Work Month is inclusive of all physical activities, inspiring Coldstreamers to move in whatever ways bring the most joy. We host a wide variety [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 20, 2026

Coldstream Ranks in USA Today’s Best Financial Advisory Firms

We’re proud to announce that Coldstream Wealth Management was named #55 on the list of the Best Financial Advisory Firms 2026 from USA TODAY and Statista, ranking #27 by AUM over $5 billion. This ranking evaluates 1,000 RIA firms, based on client recommendations, industry peer reviews, and AUM development. This achievement reflects our relentless dedication, [...]