Our Team

Meet Our Team

Departments

  • Ascent Capital

Locations

  • Bellevue

Roles

  • Affiliated Services

Services

  • Ascent Capital

Geir Watland, CFA®, CAIA®

Director of Investor Development

Geir’s current role is with Ascent Capital, a private real estate lending fund, a wholly owned subsidiary of Coldstream Wealth Management based in Bellevue, WA. As Director of Investor Development, he raises capital from outside (non-Coldstream clients) investors. Geir is a seasoned financial services marketer with three decades of experience. He has worked in San Francisco, Seattle, London, and Geneva with a variety of firms, from BlackRock to a small, local Seattle company, Broadmark Capital. As traditional capital markets have become increasingly competitive and efficient, Geir re-oriented his career to focus almost exclusively on private market opportunities as he finds them more compelling, complex, interesting, and value-added for investors.

Geir graduated from the University of Washington with a Bachelor of Arts in Business Administration and Economics. Geir is a CFA Charter holder, a CAIA Charter holder, and former Chapter Head of the Seattle (now PNW) CAIA Chapter, which he launched in March of 2017.

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

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®.

MOST TREASURED THING I OWN

Hiking boots

ONE PIECE OF ADVICE

You can’t network enough.  It’s fun, you learn things, and, not infrequently, business opportunities arise.

HOBBIES

Outside of work, I’m fascinated with politics, current events, languages, hiking, skiing, and travelling. I am a dual US-Norwegian citizen with deep roots in, and a great love for, my quasi-native Norway.