Coldstream Wealth Management
Bryan Carr, CFA, currently serves as a Portfolio Manager at Coldstream Wealth Management, where responsibilities include managing client portfolios and providing economic and market analysis for over 250 clients with $400 million in AUM. As a subject matter expert on equity and fixed income investments, Bryan contributes to various investment committees and chairs the ESG Committee. Prior experience includes a role as Senior Research Analyst at Pacific Portfolio Consulting, LLC, where Bryan led ESG initiatives and developed investment rating criteria. Previous positions at CTC | myCFO and GW Capital involved client engagement, investment portfolio management, and performance reporting. Bryan holds a Bachelor of Arts in Finance and International Business Studies from Portland State University.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”