Scott Schuler, CFA®

Responsible for client engagement, fund and manager research, as well as client portfolio construction and optimization, Scott brings an analytical bent of mind and relentless curiosity to Coldstream. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, as well as manager sourcing and due diligence.  Scott earned both his Bachelor and Master of Business Administration from Pacific Lutheran University.  He holds the Chartered Financial Analyst® (CFA) designation.

Scott has been involved with Capital Markets for almost 25 years.  After finishing his undergraduate degree, he spent two years as a financial advisor with Merrill Lynch, before going back to earn his MBA.  Scott spent 8 years as an analyst for Genesee Investments, a Fund of Hedge Funds management company in Bellevue, WA.  Scott worked 13 years for Microsoft’s Treasury managing corporate assets.  While with Microsoft he held various investment roles, including managing the foreign exchange team, responsibility over all investment-grade bond investments and external managers, and management of a $30B short-term fixed income portfolio.  In addition to portfolio oversight, Scott was also the Head Macroeconomist, where he led the team’s efforts in global macroeconomic research and communication and had direct ownership of the US economy and Fed policy.

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

MOST TREASURED THING I OWN

My backyard!  Over the past few years, our family has created the best backyard in the neighborhood, with an elevated playhouse for the kids (which I built!), a putting green, artificial turf that keeps the dog from getting muddy, a firepit, and an extensive collection of outdoor cooking stations for every conceivable situation.

ONE PIECE OF ADVICE

Be curious, because everything is related.  When dealing in financial markets, it’s important to stay up on events around the world, because you never know when a seemingly small event can have market implications.

HOBBIES

I’m an enthusiastic yet terrible golfer, I love to spend time fishing, and I’ve been a youth lacrosse coach for the past 8 years for both my son’s and daughter’s teams.