Coldstream Wealth Management
David Powers is a seasoned investment professional with extensive experience in portfolio management and asset allocation. Currently serving as a Portfolio Manager at Coldstream Capital Management since December 2014, David previously held the position of Chief Investment Officer at Sandy Cove Advisors, LLC, from January to September 2014, where responsibilities included developing investment strategies and selecting a range of investment vehicles. Prior to that, David was Chief Investment Officer at Kanon Bloch Carre from May 2011 to January 2014, focusing on asset allocation and manager selection for institutional clients. David also served as Director at RINET Company, LLC, overseeing manager due diligence and asset allocation decisions within the Investment Strategies Group from May 2004 to May 2011, and was a Director at LPL Financial from June 1996 to July 2002, where mutual fund and stock analysis were primary responsibilities. David Powers earned a Chartered Financial Analyst designation in 2000 and holds a degree from Bryant University, completed in 1996.
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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.”