Insights
Role: Investment Strategy Group
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
As 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 [...]
November 22, 2021
Chris Chung
As a Portfolio Manager at Coldstream, Chris provides support in trading and allocating assets in client portfolios. He performs due diligence on manager selection and monitors preferred funds on a consistent basis while providing support in financial planning. Chris joined the Coldstream team after interning for two years as a Research Analyst at the Rainier [...]
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