Roger Clifford Reynolds
Founder at Coldstream Capital Management, Inc.
Roger Clifford Reynolds 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. | Portfolio Manager-Equities | 01/01/2022 | - |
| Founder | 01/01/1996 | - | |
| Director/Board Member | 01/01/1996 | 01/01/2022 |
Career history of Roger Clifford Reynolds
Former positions of Roger Clifford Reynolds
| Companies | Position | Start | End |
|---|---|---|---|
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Training of Roger Clifford Reynolds
| The California State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Director/Board Member | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Security Pacific Bank (Los Angeles, California) | Finance |
