Insights

Team: Endowments and Foundations

July 1, 2024

Bryan Shipley

In his work as Senior Portfolio Manager and Wealth Manager, Bryan Shipley 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, and meticulous research and understands both the broader economic landscape and the specific [...]

David Janec

David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]

Ryland Moore

Ryland Moore, Business Development Officer and Wealth Manager for Coldstream, has a passion for building connections and serving a greater good. His love for forging genuine relationships makes him a natural in helping people achieve their goals, whether focused on investing, philanthropy, finances, or other life pursuits. He joined Coldstream in 2024, bringing with him [...]