Dave Roberts, MBA

David brings clarity to complex issues. He leads Coldstream Capital Partners business consulting efforts throughout the country, working with Coldstream’s clients and managing relationships with its strategic business partners. David forges and maintains links with professionals who serve private companies, their owners, and board members. David has assisted business owners in planning and implementing ownership and management transitions with Coldstream Capital Partners since 1988. 

David leads Coldstream’s work with national and regional financial institutions. Over the years, David and Coldstream have and continue to partner with several Fortune 1000 companies to bring Coldstream’s unique business advice to their top private clients. 

David serves on Coldstream Capital Partners executive management team that directs all aspects and strategy for the company’s business operations. 

Honing his skills as a professional engineer, in project management for an international electrical system manufacturer, and training at one of the nation’s top business schools, David’s has specific expertise related to business consulting, specifically ownership and management transition and corporate governance, for privately held companies. He also brings great insight and expertise to the personal financial and estate issues important to private company owners as they contemplate changing their relationship with their businesses. 

David’s formal training includes a B.S. Degree in Mechanical Engineering from Oregon State University and an M.B.A from the University of Washington.