Kevin Peterson
Gestore di Portafoglio-Azioni presso Coldstream Capital Management, Inc.
Posizioni attive di Kevin Peterson
Società | Posizione | Inizio | Fine |
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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 | 01/11/2023 | - |
Storia della carriera di Kevin Peterson
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Distribuzione geografica
Stati Uniti | 2 |
Posizioni
Portfolio Manager-Equities | 1 |
Settori
Finance | 2 |
Posizioni ricoperte
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Inattive
Società quotate in Borsa
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Società collegate
Aziende private | 1 |
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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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