Bryan P. Shipley, CFA®, CAIA®

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 qualities and approaches that drive long-term success for investment managers. Bryan also oversees and works closely with Coldstream’s endowment and foundation clients, overseeing portfolio management and communication with a view toward helping organizations move closer to their stated mission.

Bryan joined Coldstream in 2024, bringing with him more than 25 years of experience in the financial industry. Most recently, as Co-CEO and Chief Investment Officer at Arnerich Massena, he built a renowned research team, investment strategy, and proprietary due diligence process.  Prior experience includes work at Wurts & Associates (now Verus), conducting manager research and due diligence, asset allocation modeling, and quarterly market analysis.

Bryan holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Portland. He also holds the Chartered Alternative Investment Analyst (CAIA) designation. Bryan serves as an Investment Committee member for the Gray Family Foundation.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute. CAIA^® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association^®.

THE MOST TREASURED THING I OWN

Time. It is one of the few things in life that we cannot get back once it is gone. It allows me to hone my focus on being present for my family, spending time with friends, and continual professional growth.

ONE PIECE OF ADVICE

Focus on what you can control and let go of what you can’t.

HOBBIES

Spending as much time outside as possible and enjoying the beautiful Pacific Northwest. You can find me running my three boys to various sporting events, skiing, hiking, paddle boarding, enjoying an outdoor concert, or hosting outdoor movie nights in our backyard over the summer.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.