Insights
Location: Bellevue
November 23, 2021
Detlef Schrempf
German-born, charismatic, and over 6ft. 10in. tall, Detlef joined Coldstream to help develop strategic relationships and build the business one family at a time. Prior to joining the team, Detlef served as a General Partner at Athlon Ventures, a private equity fund he co-founded in 1999 which invested in venture capital, real estate and other [...]
November 23, 2021
Davis Karaica
Davis joined Coldstream in 2017, starting out as a Private Client Services Administration with a passion for the financial industry. His keen attention to detail and dedication towards clients made for an undeniably great fit on the team. With a “can do” attitude and the initiative to go above and beyond, Davis has been an [...]
November 23, 2021
David Powers
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 [...]
November 23, 2021
Dave Roberts
David brings clarity to complex issues. He leads Coldstream Capital Partners business consulting efforts throughout the country, working with Coldstream’s clients and managing relationships with its strategic business partners. David forges and maintains links with professionals who serve private companies, their owners, and board members. David has assisted business owners in planning and implementing ownership [...]
November 23, 2021
Darren Ritchie
As Managing Director with Coldstream’s Fund Management team, Darren brings an analytical bent and relentless curiosity to everything he does. Darren also co-manages Coldstream’s Tax Managed Strategies, designed to track various major equity indices while realizing taxable losses and deferring taxable gains. From 2013 to 2024, Darren was a Portfolio Manager with one of Coldstream’s [...]
November 22, 2021
Daniels Voyteshonock
Daniels’ passion for assisting high net worth clients find financial peace of mind is undeniable. His experience in the financial industry, accreditations, and thirst for continued learning is a testament to his passion that began quickly after graduating with his Bachelor of Arts in Finance and minor in Economics from the University of Oregon. Daniels [...]
November 22, 2021
Cynthia Rux
(Pronouns: she/her/hers) As an Account Manager, Cynthia is responsible for client risk management portfolios, risk review, and recommendations. She has extensive knowledge in flood insurance, family office, and excess casualty. Cynthia is also a Chubb Insurance certified account executive and prides herself on craftsmanship and exceptional client service. With 15 years of client-facing customer service [...]
November 22, 2021
Corey Dallas
As Portfolio Manager, Corey is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Corey is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Corey enjoys identifying emerging trends within the [...]
November 22, 2021
Colby Stirrat
From navigating financial complexities to thoughtful planning, Colby thrives on helping individuals and families take control of their financial journeys – collaboratively. As an Associate Wealth Manager with a passion for tailored strategies, he crafts personalized financial plans that both empower clients in their decision-making process and turn life’s uncertainties into opportunities. He earned his [...]
Loading...