Corey Dallas

Analyst-Equity at Coldstream Capital Management, Inc.

Consumer Services

Finance

Profile

Mr. Corey J.
Dallas is an Associate Portfolio Manager at Coldstream Capital Management, Inc. He works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts.
He is also part of the firm's Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations.
He received his undergraduate degree from Washington State University and a graduate degree from Pacific Lutheran University.

Corey Dallas active positions

Companies	Position	Start
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.	Analyst-Equity	01/07/2021

All active positions of Corey Dallas

Training of Corey Dallas

Washington State University	Undergraduate Degree
Pacific Lutheran University	Graduate Degree

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Linked companies

Private companies	1
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