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Insights

Role: Investment Strategy Group

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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 [...]

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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 [...]

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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 [...]

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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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November 23, 2021

James Walsh

With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in [...]

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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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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 [...]

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November 23, 2021

Darren Ritchie

Responsible for asset allocation, security selection, and periodic rebalancing of client portfolios, Darren brings an analytical bent and relentless curiosity to Coldstream. 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.  Darren is currently Chair of ISG’s Private [...]

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November 23, 2021

Darin Sevier

As an Associate Portfolio Manager, Darin works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. Darin enjoys identifying emerging trends within the industry and in the global markets. He also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]

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