Coldstream Wealth Management
Calm Qi currently serves as an Associate Portfolio Manager at Coldstream Wealth Management since February 2022, where responsibilities include managing client assets, developing investment policy statements, and maintaining client relationships through ongoing communication regarding investments and portfolio performance. Previously, Calm Qi worked as an Investment Strategy Group Analyst at Coldstream, collaborating with the Chief Investment Officer and conducting research and analysis on various financial instruments. Earlier experience includes a role as a Credit Specialist at ChemPoint, analyzing credit data for client applications, and an internship at Nanhua Futures Co, contributing to investment strategies through market observation reports. Calm Qi holds a Master of Science in Finance from Pacific Lutheran University and a Bachelor of Arts in Political Science from Western Washington 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.”