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James Matthew Walsh
Gestore di Portafoglio-Azioni presso Coldstream Capital Management, Inc.
Profilo
Mr. James M.
Walsh, CFA MBA, is a Portfolio Manager at Coldstream Capital Management, Inc.
He began his career in 1998 when he joined Worldwide Investments Corp.
as an Equity Trader.
Prior to joining Coldstream, Mr. Walsh worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills.
He began his career in 1998 when he joined Worldwide Investments Corp.
He holds a Bachelors of Arts in Political Science from California State University, San Marcos, and a Masters of Business Administration from the University of California, Irvine.
He is also an active member of the CFA Society of Seattle.
Posizioni attive di James Matthew Walsh
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 | 01/08/2006 |
Precedenti posizioni note di James Matthew Walsh
Società | Posizione | Fine |
---|---|---|
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. | 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. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formazione di James Matthew Walsh
California State University-San Marcos | Undergraduate Degree |
University of California, Irvine | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
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 |
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. | Finance |
Worldwide Investments Co. Ltd.
![]() Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Finance |
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. | Finance |
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