Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Bellevue
Roles
- Investment Strategy Group
Corey Dallas, MSF, APMA®
Portfolio Manager
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 industry and evaluating the role of private investments within a particular clients’ asset allocation.
Corey graduated from Pacific Lutheran University with a Master of Science in Finance and from Washington State University with a Bachelor of Arts in Social Sciences. Prior to joining Coldstream, Corey spent two and a half years working in the wealth management industry as a Portfolio Analyst. His focus on data driven results and analytical mindset have been undeniably valuable to ISG and Coldstream as a whole.
THE MOST TREASURED THING I OWN
Our new puppy Teddy! He’s a mini Bernedoodle and since he’s been in my life, spending time with him is one of my favorite things to do.
ONE PIECE OF ADVICE
Think of yourself as a lifelong learner.
HOBBIES
I have the travel bug and enjoy visiting new places. I’ve been to Paris, Munich, and New Orleans. When I’m not planning my next vacation, I’m playing soccer, tennis, or golf.
Recent Article Contributions
February 23, 2022
Cryptocurrency Overview
Key Points Cryptocurrencies are created using a distributed peer-to-peer verified ledger known as blockchain. Cryptocurrencies are decentralized, which means they are not regulated, issued, or backed by a central governmental authority or a financial institution. Cryptocurrencies are still in their infancy and display extreme volatility. Additionally, they are speculative since they cannot be objectively valued [...]
Contributions from: Corey Dallas, MSF, APMA®