With over 30 years of direct experience in investment research, portfolio management, and client advisory, Rafael brings amazing intellectual capital and accomplishment to Coldstream. He is responsible for asset allocation and portfolio construction on his team, and also contributes more broadly as a member of the firm’s Investment Strategy Group. Starting as an equity research analyst at a leading global investment bank, Rafael has succeeded in various roles over the course of his career. From serving as a multi-asset class portfolio manager, Chief Investment Officer, Director of Research, and independent consultant to leading wealth advisory firms, Rafael has worn many hats and now carries that knowledge and professionalism on behalf of Coldstream clients. A Seattle native, Rafael studied at Seattle Pacific University before completing his Bachelor’s degree in Finance at Pace University in New York City.
Rafael and his wife Jeanette reside in Shoreline, and are proud parents of two daughters, Alexandra and Gabrielle, both currently attending college out-of-state. Rafael is an avid sports fan, and loves travelling with family. He also regularly volunteers through his church and other social service agencies in the Seattle area.
At the core of my professional motivation is an unrelenting pursuit of excellence on behalf of our clients.