Role: Investment Strategy Group

As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data [...]

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Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an 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. Ken works with our [...]

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(Pronouns: she/her/hers) As an Associate Portfolio Manager, Jennifer works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Jennifer enjoys the analytical side of investment management, as well as constructing ESG and sustainable investing portfolios. Jennifer is also part of our Investment Strategy Group (ISG) and collaborates with other [...]

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Brian serves as a trusted partner to clients, guiding them through the complexities of wealth management with care and precision. He develops customized financial strategies designed to support long-term success and personal fulfillment. Brian also coordinates closely with each client’s broader advisory team- including legal, tax, and insurance professionals- to ensure a cohesive approach. His [...]

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As a Wealth Manager, Jeff is responsible for helping clients identify and achieve their financial goals by creating customized, comprehensive wealth management plans that fit their unique needs. Jeff collaborates closely with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Jeff [...]

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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 [...]

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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 [...]

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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 [...]

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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, [...]

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