Insights
Role: Investment Strategy Group
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
November 11, 2024
Daniel Yeung
As a Portfolio Manager, Dan is responsible for constructing long-term and strategic portfolios and determining asset allocation framework for clients. As a member of Coldstream’s investment strategy group, Dan engages in macroeconomic research, setting the firm’s asset allocation targets and sourcing and monitoring investment managers in both alternative and traditional asset classes. Dan enjoys getting [...]
September 23, 2024
Scott Schuler
Responsible for client engagement, fund and manager research, as well as client portfolio construction and optimization, Scott brings an analytical bent of mind 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, as well as manager sourcing and due [...]
July 1, 2024
Bryan Shipley
Bryan Shipley serves as Chief Investment Officer at Coldstream Holdings, Inc., and as an Investment Advisor as part of our Endowments and Foundations service. Bryan 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, [...]
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
As an Associate Portfolio Manager, Nick works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Nick 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. Nick enjoys identifying emerging trends [...]
March 20, 2024
Victor Burgos
As an Associate Portfolio Manager, Victor works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. He enjoys identifying emerging trends within the industry and in the global markets. Victor also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]
January 24, 2023
Benji Spector
(Pronouns: he/him/his) As a Senior Client Service Associate, Benji aids clients with time sensitive tasks and processes client-directed requests. Benji makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
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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