Insights
Role: Investment Strategy Group
July 1, 2024
Bryan Shipley
In his work as Senior Portfolio Manager and Wealth Manager, Bryan Shipley values the independent, diligent, and forward-looking perspective that are the underpinnings of a truly strong investment process. He is passionate about finding the opportunities that only come from persistent, thorough, and meticulous research and understands both the broader economic landscape and the specific [...]
July 1, 2024
Arthur Coyne
Thomas (Arthur) Coyne, Coldstream ISG Analyst, applies intellect and diligence to developing strategic and tactical investment strategies based on in-depth research and analysis of capital markets. Arthur joined Coldstream in 2024; his investment industry experience spans more than 30 years, most recently as Senior Research Analyst for more than 15 years at Arnerich Massena, leading [...]
July 1, 2024
Nick Buckley
Nick Buckley is driven by a passion for helping people and figuring out how current events may affect capital markets. As an ISG Analyst, he works with Coldstream’s Investment Strategy Group to monitor portfolio construction and macro themes, source new managers, and conduct ongoing manager due diligence. Nick joined Coldstream in 2024, bringing with him [...]
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 [...]
August 15, 2022
Scott Szeman
As Portfolio Manager, Scott is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Scott 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. Scott enjoys getting to know the unique [...]
June 7, 2022
Bryan Carr
As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan 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. Bryan enjoys getting to know the unique [...]
March 28, 2022
Calm Qi
As an Associate Portfolio Manager, Calm works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Calm is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Calm enjoys identifying emerging trends [...]
February 1, 2022
Austin Gormley
As a Portfolio Administrator, Austin works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Austin is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Austin brings an analytical bent and relentless curiosity to Coldstream. Austin [...]
November 24, 2021
Rich Merrifield
(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]
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