![Dan Figliola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Gestore di Portafoglio-Azioni | 31/10/2009 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
9
Relazioni di 1° grado
1
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
