David Powers

David Powers Email and Phone Number

Portfolio Manager at Coldstream Capital Management @ Coldstream Capital Management
bellevue, washington, united states
David Powers's Location
Seattle, Washington, United States, United States
David Powers's Contact Details

David Powers work email

David Powers personal email

n/a
About David Powers

With over 17 years of experience in the industry, David brings a wealth of investment experience to clients. In his current role as Chief Investment Officer at Sandy Cove Advisors, LLC, David develops investment strategies and policies for individual clients and families. His role includes asset allocation, portfolio creation and re-balancing, and selecting investment vehicles including mutual funds, bond portfolios, and separately managed accounts, ETFs, and alternative investments. Specialties: Wealth Advisory, Financial Planning, Family Office Services, Privately-Held Businesses, Families in Transition, Divorce Planning

David Powers's Current Company Details
Coldstream Capital Management

Coldstream Capital Management

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Portfolio Manager at Coldstream Capital Management
bellevue, washington, united states
Website:
coldstream.com
Employees:
60
David Powers Work Experience Details
  • Coldstream Capital Management
    Portfolio Manager
    Coldstream Capital Management Dec 2014 - Present
    One 100Th Ave Ne, Suite 102; Bellevue, Wa 98004
    View
  • Sandy Cove Advisors, Llc
    Chief Investment Officer
    Sandy Cove Advisors, Llc Jan 2014 - Sep 2014
    Hingham, Ma
    As Chief Investment Officer of Sandy Cove Advisors, David is responsible for establishing the investment strategies and policies for clients. These duties include such services as asset allocation, portfolio creation and re-balancing, and selecting investment vehicles including mutual funds, bond portfolios, and separately managed accounts, ETFs, and alternative investments.
    View
  • Kanon Bloch Carre
    Chief Investment Officer
    Kanon Bloch Carre May 2011 - Jan 2014
    Greater Boston Area
    Focused on structural and tactical asset allocation decisions as well as manager selections for KBC’s institutional client base.
  • Rinet Company, Llc
    Director
    Rinet Company, Llc May 2004 - May 2011
    Boston
    Within RINET’s Investment Strategies Group, responsibilities included overseeing manager due diligence with a focus on alternative investments and fixed income. Assisted in all asset allocation decisions and was a member of RINET’s Investment Committee.
  • Lpl Financial
    Director
    Lpl Financial Jun 1996 - Jul 2002
    Mutual fund and stock analyst. Received Chartered Financial Analyst designation in 2000.

David Powers Education Details

Frequently Asked Questions about David Powers

What company does David Powers work for?

David Powers works for Coldstream Capital Management

What is David Powers's role at the current company?

David Powers's current role is Portfolio Manager at Coldstream Capital Management.

What is David Powers's email address?

David Powers's email address is da****@****eam.com

What schools did David Powers attend?

David Powers attended Bryant University.

Who are David Powers's colleagues?

David Powers's colleagues are Chloe C., Katelyn Spangler, Cfp®, Emily Richardson, Heather Hamamoto, Cfp®, Cdfa®, Thomas Knollmann, Mark Rosenbaum, Larissa Vidal, Cfp®.

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