Roger Clifford Reynolds

Founder at

Coldstream Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Roger C.
Reynolds is a Team Lead & Wealth Manager at Coldstream Capital Management, Inc. A co-founder of Coldstream, he specializes in providing comprehensive wealth management services and diversified investment management strategies to affluent individuals and families.
He also directs the activities of the Disabled Advisory Services (DAS) group, which focuses on customized financial planning and adaptive-oriented solutions for those with a disability.
Prior to helping co-found Coldstream, he was a Principal and Portfolio Manager with Seafirst Investment Counselors in Seattle, WA. He earned his Bachelor of Science degree in Finance, with an emphasis in Investments, from California State University, Long Beach.

Roger Clifford Reynolds active positions

Companies	Position	Start
Coldstream Capital Management, Inc. Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.	Founder	01/01/1996

All active positions of Roger Clifford Reynolds

Former positions of Roger Clifford Reynolds

Companies	Position	End
Security Pacific Bank (Los Angeles, California) Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Coldstream Capital Management, Inc. Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.	Finance
The California State University The California State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Security Pacific Bank (Los Angeles, California) Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank	Finance