Darin Andrew Sevier
Portfolio Manager-Equities at Coldstream Capital Management, Inc.
Darin Andrew Sevier active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2021-09-30 | - |
Career history of Darin Andrew Sevier
Former positions of Darin Andrew Sevier
| Companies | Position | Start | End |
|---|---|---|---|
Rosenbaum Financial, Inc.
 Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Corporate Officer/Principal | 2014-10-31 | 2021-09-30 |
Training of Darin Andrew Sevier
| Washington State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
Rosenbaum Financial, Inc.
Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Finance |
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