James Walsh, CFA, MBA
Portfolio Manager

With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in Political Science from California State University, San Marcos, and a Masters of Business Administration from the University of California, Irvine. In addition to his degrees, James also earned the Chartered Financial Analyst® (CFA®) designation in 2009 and is an active member of the CFA Society of Seattle.

A dedicated outdoorsman, James loves spending his time exploring the countryside and takes an annual hiking trip across part of Washington State. James lives in Issaquah with his wife Elizabeth and their daughter Olivia.

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

I love being able to connect with our clients one-on-one. Explaining complex concepts becomes simple when you know your clients and have the ability to put those ideas into context with what matters to them.

TEAM

KF

LOCATION

Bellevue 100

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