Carey Burbank

Analyst-Equity at Coldstream Capital Management, Inc.

Finance

Consumer Services

Profile

Ms. Carey Burbank is a Wealth Strategy Group Analyst at Coldstream Capital Management, Inc. She works side-by-side with the firm's Chief Wealth Strategist and WSG members to set and maintain its client experience standards.
She received her Bachelor of Arts in Social Sciences degree from the University of Washington.

Carey Burbank active positions

Companies	Position	Start
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.	Analyst-Equity	2022-02-28

All active positions of Carey Burbank

Training of Carey Burbank

University of Washington

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Carey Burbank's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
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