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Insights

Department: ISG

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March 20, 2024

Victor Burgos

Victor works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As a Portfolio Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Victor works with [...]

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March 17, 2023

Brandon McAuslen

As a Portfolio Administrator, Brandon works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Brandon is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Brandon brings an analytical bent and relentless curiosity to Coldstream. Prior [...]

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November 23, 2021

Howard Coleman

Howard joined Coldstream through the company’s acquisition of Genesee Investments in 2011. With a varied background, Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Howard focused on securities related litigation and regulatory issues and became a partner in 1991. [...]

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