Our Team

Meet Our Team

Teams

  • Endowments and Foundations
  • Wealth Management

Locations

  • Portland

Roles

  • Investment Strategy Group
  • Wealth Manager

Bryan P. Shipley, CFA®, CAIA®

Chief Investment Officer

Investment Advisor, Coldstream Capital Management

Bryan Shipley serves as Chief Investment Officer at Coldstream Holdings, Inc., and as an Investment Advisor as part of our Endowments and Foundations service. Bryan 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 as a Senior Portfolio Manager and Wealth Manager, 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 shareholder logoColdstream 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.

Recent Article Contributions

  • January 22, 2025

    Shifting Tides

    Stocks wrapped up 2024 on a high note, with a robust fourth quarter marked by the broader market reaching record highs. Contributing factors included strong economic growth, expanding corporate earnings, and a Federal Reserve decision to reduce interest rates. Also, investor enthusiasm remained fueled by the ongoing momentum in the artificial intelligence sector. November’s U.S. [...]

    Contributions from: Bryan P. Shipley, CFA®, CAIA®
  • January 21, 2025

    Watch Coldstream’s MarketCast for First Quarter 2025

    Coldstream is excited to share its MarketCast for the first quarter of 2025, where we’ll wrap up 2024 and look ahead at the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Bryan Shipley, CFA®, CAIA®, [...]

    Contributions from: Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®
  • November 12, 2024

    The Post-Election Market Landscape

    Navigating today’s financial landscape involves understanding a range of influences, from election cycles and policy shifts to market sentiment and economic fundamentals. Recent events―including the 2024 election and Federal Reserve interest rate decisions―have highlighted some of the dynamics that shape market behavior and underscored the importance of maintaining a disciplined, long-term perspective in investing. At [...]

    Contributions from: Bryan P. Shipley, CFA®, CAIA®, Howard Coleman, JD