Anne Marie L. Stonich
Director/Board Member at Coldstream Capital Management, Inc.
Anne Marie L. Stonich active positions
| Companies | Position | Start | End |
|---|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Director/Board Member | 01/06/2021 | - |
| Portfolio Manager-Equities | 01/06/2021 | - |
Career history of Anne Marie L. Stonich
Former positions of Anne Marie L. Stonich
| Companies | Position | Start | End |
|---|---|---|---|
Paracle Advisors LLC
 Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Founder | 01/02/2004 | 23/06/2021 |
| Portfolio Manager-Equities | 01/02/2004 | 23/06/2021 |
Training of Anne Marie L. Stonich
| University of Washington | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Founder | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
