As a Portfolio Administrator, Brandon works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Brandon is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Brandon brings an analytical bent and relentless curiosity to Coldstream. Prior to joining Coldstream, Brandon worked as a Trading Associate at Freestone Capital, where he worked closely with Portfolio Managers, Client Advisors, and Client Service Associates to ensure client portfolios were balanced, trades were executed in order, and accounts were tax loss harvested. Brandon holds a Bachelor of Arts in Business Administration: Finance from Seattle University.
MOST TREASURED THING I OWN
My lucky vintage 1996 Seattle Sonics western conference champion T-shirt.
ONE PIECE OF ADVICE
If you get tired, learn to rest not to quit.
I enjoy staying active through sports such as golf, basketball, volleyball, surfing and Jiu-jitsu. Aside from sports, I spend my free time cooking and traveling.