![Roger Clifford Reynolds](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>)
Roger Clifford Reynolds
Fondatore presso
Coldstream Capital Management, Inc.
Profilo
Mr. Roger C.
Reynolds is a Team Lead & Wealth Manager at Coldstream Capital Management, Inc. A co-founder of Coldstream, he specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families.
He also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability.
Prior to helping co-found Coldstream, he was a Principal and Portfolio Manager with Seafirst Investment Counselors in Seattle, WA.
He earned his Bachelor of Science degree in Finance, with an emphasis in Investments, from California State University, Long Beach.
Posizioni attive di Roger Clifford Reynolds
| Società | Posizione | Inizio |
|---|---|---|
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. | Fondatore | 01/01/1996 |
Precedenti posizioni note di Roger Clifford Reynolds
| Società | Posizione | Fine |
|---|---|---|
Security Pacific Bank (Los Angeles, California)
 Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Corporate Officer/Principal | - |
Formazione di Roger Clifford Reynolds
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
83
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Security Pacific Bank (Los Angeles, California)
Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Finance |
