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Bryan Shipley, Cfa, Caia Email & Phone Number

Senior Portfolio Manager, Wealth Manager at Coldstream at Coldstream
Location: Portland, Oregon, United States 6 work roles 1 school
1 work email found @am-a.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Coldstream
Role
Senior Portfolio Manager, Wealth Manager at Coldstream
Location
Portland, Oregon, United States
Company size
60 employees

Who is Bryan Shipley, Cfa, Caia? Overview

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Quick answer

Bryan Shipley, Cfa, Caia is listed as Senior Portfolio Manager, Wealth Manager at Coldstream at Coldstream, a company with 60 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at am-a.com and a matched LinkedIn profile for Bryan Shipley, Cfa, Caia.

Bryan Shipley, Cfa, Caia previously worked as Senior Portfolio Manager, Wealth Manager at Coldstream and Senior Investment Advisor at Arnerich Massena, Inc. Bryan Shipley, Cfa, Caia holds B.A., Finance from Western Washington University.

Company email context

Email format at Coldstream

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*@am-a.com
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AeroLeads found 1 current-domain work email signal for Bryan Shipley, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Bryan Shipley, Cfa, Caia

Bryan Shipley, Cfa, Caia is a Senior Portfolio Manager, Wealth Manager at Coldstream at Coldstream. He possess expertise in investments, asset allocation, equities, investment management, fixed income and 11 more skills.

Listed skills include Investments, Asset Allocation, Equities, Investment Management, and 12 others.

Current workplace

Bryan Shipley, Cfa, Caia's current company

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Coldstream
Coldstream
Senior Portfolio Manager, Wealth Manager at Coldstream
bellevue, washington, united states
Website
coldstream.com
Employees
60
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6 roles

Bryan Shipley, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager, Wealth Manager

Current
Coldstream

Portland, Oregon, United States

Jul 2024 - Present

Senior Investment Analyst - Head Of Traditional And Real Assets

Arnerich Massena, Inc

Traditional Investment Research (Equity and Fixed Income)Alternative Investment Research (Hedge and Private Equity)Real Assets Investment Research (Public and Private)Sustainable/Impact Investment Research

Apr 2003 - Dec 2016

Associate

Wurts & Associates

Traditional Investment Research (Equity and Fixed Income)Alternative Investment Research (Hedge and Private Equity)

Dec 1997 - Mar 2003
Team & coworkers

Colleagues at Coldstream

Other employees you can reach at coldstream.com. View company contacts for 60 employees →

DK Don Kiger Don Kiger Colleague at Coldstream Bothell, Washington, United States, United States View → DQ Diana Quist Diana Quist Colleague at Coldstream United States, United States View → ST Shane Tobey Shane Tobey Colleague at Coldstream Pebble Beach, California, United States, United States View → AS Amanda Smith Amanda Smith Colleague at Coldstream Laingsburg, Michigan, United States, United States View → NS Noel Sanchez, Cfp® Noel Sanchez, Cfp® Colleague at Coldstream Seattle, Washington, United States, United States View → KK Karen Karaica Karen Karaica Colleague at Coldstream Bellevue, Washington, United States, United States View → JH Jonathan Hung Jonathan Hung Colleague at Coldstream Kirkland, Washington, United States, United States View → JT Jordan Travis, Mba, Fpqp® Jordan Travis, Mba, Fpqp® Colleague at Coldstream Edmonds, Washington, United States, United States View → MT Monica Tran, Fpqp™ Monica Tran, Fpqp™ Colleague at Coldstream Seattle, Washington, United States, United States View → BM Brandon Mcauslen Brandon Mcauslen Colleague at Coldstream Seattle, Washington, United States, United States View →
1 education record

Bryan Shipley, Cfa, Caia education

FAQ

Frequently asked questions about Bryan Shipley, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Bryan Shipley, Cfa, Caia work for?

Bryan Shipley, Cfa, Caia works for Coldstream.

What is Bryan Shipley, Cfa, Caia's role at Coldstream?

Bryan Shipley, Cfa, Caia is listed as Senior Portfolio Manager, Wealth Manager at Coldstream at Coldstream.

What is Bryan Shipley, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @am-a.com for Bryan Shipley, Cfa, Caia at Coldstream.

Where is Bryan Shipley, Cfa, Caia based?

Bryan Shipley, Cfa, Caia is based in Portland, Oregon, United States while working with Coldstream.

What companies has Bryan Shipley, Cfa, Caia worked for?

Bryan Shipley, Cfa, Caia has worked for Coldstream, Arnerich Massena, Inc, and Wurts & Associates.

Who are Bryan Shipley, Cfa, Caia's colleagues at Coldstream?

Bryan Shipley, Cfa, Caia's colleagues at Coldstream include Don Kiger, Diana Quist, Shane Tobey, Amanda Smith, and Noel Sanchez, Cfp®.

How can I contact Bryan Shipley, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Bryan Shipley, Cfa, Caia at Coldstream, including work email, phone, and LinkedIn data when available.

What schools did Bryan Shipley, Cfa, Caia attend?

Bryan Shipley, Cfa, Caia holds B.A., Finance from Western Washington University.

What skills is Bryan Shipley, Cfa, Caia known for?

Bryan Shipley, Cfa, Caia is listed with skills including Investments, Asset Allocation, Equities, Investment Management, Fixed Income, Portfolio Management, Alternative Investments, and Investment Strategies.

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