Dominic Hori, CFA®

As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is undeniably valuable to ISG and Coldstream as a whole.

Dominic graduated from Gonzaga University with a bachelor’s degree in economics and political science. After university, Dominic worked for Vanguard in Scottsdale, Arizona as a client service associate and later as a proctor teaching the Series 7 and 63 to new hires. From there, he came back to Washington and worked at Verity Credit Union as a commercial lending analyst, underwriting business and multi-family property loans.

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

MOST TREASURED THING I OWN

My great-great-grandfather’s pocket watch that has been passed down to me. It was given to him in 1884 for his work as a train engineer.

ONE PIECE OF ADVICE

Don’t let fear of failure prevent you from trying new things.

HOBBIES

My hobbies include skiing, cooking, camping, playing chess, and watching Zags basketball. I also love spending time with my wife and family.