As an Associate Portfolio Manager, Darin works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. Darin enjoys identifying emerging trends within the industry and in the global markets. He also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. Prior to joining Coldstream, Darin was Senior Investment Manager at Rosenbaum Financial.
Darin holds a Bachelor’s degree in Business Administration from Washington State University, and he earned the Chartered Retirement Planning Counselor SM designation from the College for Financial Planning. He has been in the financial services industry for 15+ years and also worked at Fidelity Investments and Ameriprise Financial Services. His prior work experience has helped foster significant knowledge in key areas, including financial planning, investments, insurance, and administration.
Darin believes it is important to champion causes that you believe can make a difference in the community. He is an active supporter of the Cystic Fibrosis Foundation.
My wife, son, and I like exploring new corners of the Pacific Northwest on foot and tending to our bountiful backyard garden. I’m often in the kitchen, trying to perfect new recipes to add to my bread-baking repertoire. Currently on the list is mastering an authentic San Francisco sourdough.
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.