Chris Blakeslee
Gestore di Portafoglio-Azioni presso Coldstream Capital Management, Inc.
Provenienza dei contatti di primo grado di Chris Blakeslee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
20
| Private Company | Investment Managers | 20 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Chris Blakeslee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Portfolio Manager-Equities | |
Cascadia Capital LLC
 Cascadia Capital LLC Investment Banks/BrokersFinance Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA. | Investment Banks/Brokers | Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
Riddell Williams PS
 Riddell Williams PS Miscellaneous Commercial ServicesCommercial Services Riddell Williams PS engages in the provision of legal services. It specializes in litigation and real estate matters. The company was founded in 1906 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Antioch College | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| California State University-San Marcos | College/University | Undergraduate Degree | |
| Pace University | College/University | Undergraduate Degree | |
| Pacific Lutheran University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Masters Business Admin | |
| University of Northern Colorado | College/University | Undergraduate Degree | |
| Washington State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Whitman College | College/University | Undergraduate Degree | |
| Antioch University | College/University | Chairman | |
Pivotal Investments LLC
 Pivotal Investments LLC Investment ManagersFinance Pivotal Investments LLC (Pivotal Investments) is a venture capital firm founded in 2008 by John Miner and Bradley A. Zenger. The firm is headquartered in Portland, Oregon. | Investment Managers | Private Equity Investor | |
| Bryant University | College/University | Undergraduate Degree | |
| KBC Financial Services, Inc. | Corporate Officer/Principal | ||
Worldwide Investments Co. Ltd.
 Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Investment Managers | Corporate Officer/Principal | |
NWAM LLC
 NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
The City National Bank of Metropolis
 The City National Bank of Metropolis Major BanksFinance Part of City National Bankcorp, Inc., The City National Bank of Metropolis is a financial institution that offers personal and business accounts, loans, and services. The company is based in Metropolis, IL and has two locations in the area. In addition to traditional banking services, they also offer digital banking options such as online account opening and text alerts. The bank emphasizes community involvement and has a team dedicated to sharing stories and supporting local causes. | Major Banks | Corporate Officer/Principal | |
Sandy Cove Advisors LLC
 Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Investment Managers | Chief Investment Officer | |
i1 Sensortech, Inc.
 i1 Sensortech, Inc. Wireless TelecommunicationsCommunications i1 Sensortech, Inc. develops sensors, wireless connectivity and data analytics for sports and military applications. Its specialties include impact detection technologies, wearable technology, sports technology, wearables, biometrics, science, brain injuries and concussion. The company was founded by Lawrence V. Calcano in 2012 and is headquartered in Kirkland, WA. | Wireless Telecommunications | Chief Executive Officer | |
Perkins Coie Trust Co. LLC
 Perkins Coie Trust Co. LLC Investment ManagersFinance Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments. | Investment Managers | Portfolio Manager-Equities | |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Investment Managers | Director of Research - Equity | |
| The Seattle Alternative Investment Association | Corporate Officer/Principal | ||
9Mile Labs LLC
 9Mile Labs LLC Investment ManagersFinance 9Mile Labs LLC (9Mile Labs) is a venture capital firm founded in 2013 by Kevin Croy, Sanjay Puri, Sandy Sharma and Tom Casey. The firm is headquartered in Seattle, Washington. | Investment Managers | Consultant / Advisor | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Rosenbaum Financial, Inc.
 Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Investment Managers | Corporate Officer/Principal | |
Washington State Opportunity Scholarship
 Washington State Opportunity Scholarship Miscellaneous Commercial ServicesCommercial Services Washington State Opportunity Scholarship (WSOS) is a public-private partnership that aims to connect the state's leading industries with high-demand STEM and trade careers. The non-profit company is based in Washington State. WSOS offers financial assistance, career training, and removes barriers to education for students pursuing high-demand careers in the state. The scholarship program offers three pathways to high-demand careers and prepares students to meet the state's workforce shortages in trade, healthcare, and STEM fields. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Washington Bothell | College/University | Director/Board Member | |
| Lowe's Home Improvement | Real Estate Development | Private Equity Investor | |
| Rubens Family Foundation | Investment Trusts/Mutual Funds | Founder | |
| Athlete Intelligence | Chief Executive Officer | ||
| Gjr Reih | President | ||
| Atgstores | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Ghana | 2 |
Settori
| Finance | 25 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Communications | 2 |
| Miscellaneous | 2 |
Posizioni
| Portfolio Manager-Equities | 23 |
| Undergraduate Degree | 19 |
| Corporate Officer/Principal | 13 |
| Director/Board Member | 10 |
| Analyst-Equity | 7 |
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