Kevin Michael Fitzwilson
Chief Executive Officer at Coldstream Capital Management, Inc.
Kevin Michael Fitzwilson 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 | 01/10/1997 | - |
| Chief Executive Officer | 01/10/1997 | - | |
| Chairman | 01/10/1997 | - | |
| President | 01/10/1997 | - |
Career history of Kevin Michael Fitzwilson
Former positions of Kevin Michael Fitzwilson
| Companies | Position | Start | End |
|---|---|---|---|
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Portfolio Manager-Equities | 01/01/1991 | 01/02/1997 |
Training of Kevin Michael Fitzwilson
| Santa Clara University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Director/Board Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | 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 |
