Our Team

Meet Our Team

David Powers

Teams

  • Team DAS
  • Team Reynolds

Locations

  • Bellevue

Roles

  • Investment Strategy Group

David Powers, CFA®

Senior Portfolio Manager

With 25 years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence. Prior to joining Coldstream, David was the Chief Investment Officer for Sandy Cove Advisors where he analyzed market trends and generated strategic and tactical asset allocation guidance. David earned a Bachelors of Science Degree in Finance from Bryant College and holds the Chartered Financial Analyst® (CFA®) designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

THE MOST TREASURED THING I OWN

My 1st Edition of Ayn Rand’s “Atlas Shrugged”

ONE PIECE OF ADVICE

Don’t let results drive your philosophy and process. A disciplined philosophy and process should consistently lead to strong results.

HOBBIES

My hobbies include playing golf, traveling, and spending time with family and friends. I love being an active member of the Seattle/Bellevue community and can often be found socializing with friends around town.

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.