Insights
Role: Investment Strategy Group
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 [...]
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 [...]
November 23, 2021
Howard Coleman
Howard serves as Coldstream’s chief legal General Counsel and as a Managing Director with Coldstream’s Fund Management team. 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 [...]
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
Darren Ritchie
A 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 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. [...]
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 [...]
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