Profile
Prior to joining Coldstream in 2008, Mr. Figliola was Vice President and Senior Account Executive with Fidelity Investments in Denver.
He spent his last seven years managing a private client group that focused on providing investment management, financial planning and personal CFO services for high net worth families.
He oversaw more than $2 billion in assets.
Mr. Figliola began working with Fidelity in 1992.
Over his 16 years in Fidelity's Denver office, he held numerous responsibilities, including: securities trading; portfolio design, implementation and monitoring; retirement income planning; and guidance in estate planning and charitable giving.
Mr. Figliola earned a B.S.
in Finance from the University of Akron.
He has earned his Chartered Retirement Plans Specialist designation.
Former positions of Dan Figliola
| Companies | Position | 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. | Portfolio Manager-Equities | 31/10/2009 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
- Stock Market
- Insiders
- Dan Figliola
