EJ Brink
Gestore di Portafoglio-Azioni presso Coldstream Capital Management, Inc.
Profilo
Mr. Elliot J.
Brink is a Wealth Manager at Coldstream Capital Management, Inc. He works directly with families to identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan.
He has a hand in daily client work which helps keep his perspective grounded in the client experience.
He also coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life.
Prior to joining Coldstream, he was a Co-Founder at Paracle Advisors.
In 2004, the wealth management landscape was focused primarily on serving the needs of ultra-high net worth clients.
There was a gap in service between what those with moderate wealth were receiving, compared to those with massive wealth.
He received his undergraduate degree from Seattle Pacific University.
Posizioni attive di EJ Brink
| Società | Posizione | Inizio |
|---|---|---|
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 | 01/06/2021 |
Precedenti posizioni note di EJ Brink
| Società | Posizione | Fine |
|---|---|---|
Paracle Advisors LLC
 Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Fondatore | 23/06/2021 |
Formazione di EJ Brink
| Seattle Pacific University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | 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 |
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