Brander Richmond, CFA, MBA
Portfolio Manager

Brander currently serves as a Portfolio Manager, having previously played a key role in manager screening and selection, along with performing both portfolio and equity analyses. He also contributes to strategic and tactical portfolio allocation decisions across Team MP’s client base and is an active member of the Investment Strategy Group. Prior to joining Coldstream, Brander was an Investment Officer at Perkins Coie Trust Company, where he performed extensive due diligence across several asset classes. He was also instrumental in managing the firm’s trading process and performance analysis. Brander has over a decade of experience in investment strategy, research, and trading.

Brander is a graduate of Whitman College with a Bachelor of Arts (BA) in Economics and New York University’s Stern School of Business with a Master of Business Administration (MBA), where he was selected as a Stern Scholar. Brander also holds the Chartered Financial Analyst® designation. Brander is a member of the CFA Institute, the CFA Society of Seattle, the New York Society of Security Analysts and the World Affairs Council.

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

I am so grateful I have the opportunity to work with a team that values integrity, collaboration and above all, putting client interests first. With an open architecture investment platform that covers a broad array of asset classes, we have the ability to select the optimal investments for our clients that ultimately help them achieve their long-term goals.

TEAM

Pellegrino, ISG

LOCATION

Bellevue 100

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