Profilo
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.
Precedenti posizioni note di Dan Figliola
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 31/10/2009 |
Esperienze
Posizioni ricoperte
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Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
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| Aziende private | 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 |
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