Our Team

Meet Our Team

Locations

  • Portland

Roles

  • Investment Strategy Group

Nick Buckley, CFA®

Associate Portfolio Manager

As an Associate Portfolio Manager, Nick works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Nick is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Nick enjoys identifying emerging trends within the industry and evaluating the role of private investments within a particular clients’ asset allocation.

Nick joined Coldstream in 2024, bringing with him more than ten years of professional experience in the finance industry. Most recently, he served as a Research Analyst at Arnerich Massena, and prior to that, he worked as an Investment Analyst for Meketa Investment Group, as a Corporate Development Manager on the Strategic Partnership Team at Nike, and as a Valuations Associate for BDO USA LLP.

Nick Buckley earned his bachelor’s degree in accounting from Santa Clara University and is formerly a CPA. He has earned 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 GvFC rollerball pen. My grandfather, also a lefty, bought me my first fountain pen when I was 15, understanding the struggle of smudging, and I’ve been a pen enthusiast ever since. I also played a lot of sports growing up and noticed that there aren’t quite as many trophies doled out in the corporate world. After passing L2 of the CFA exam, I treated myself to this pen as something of a “trophy.”

ONE PIECE OF ADVICE

Our brains are wired to behave irrationally. As an investor, it is imperative to recognize blind spots in ourselves as well as others and remain disciplined.

HOBBIES

Outside of work, I enjoy listening to audiobooks, playing tennis and golf, following my favorite sports teams, live music, stand-up comedy, and spending time with my family.