Portfolio Manager
Current
Dec 2014 - Present
AeroLeads people directory · profile
David Powers Email & Phone Number
Portfolio Manager
at
Coldstream Capital Management
1 work email found
@coldstream.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager
Location
Seattle, Washington, United States
Company size
Who is David Powers? Overview
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Quick answer
David Powers is listed as Portfolio Manager at Coldstream Capital Management, a company with 60 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at coldstream.com and a matched LinkedIn profile for David Powers.
David Powers previously worked as Chief Investment Officer at Sandy Cove Advisors, Llc and Chief Investment Officer at Kanon Bloch Carre. David Powers holds Finance, General from Bryant University.
Company email context
Email format at Coldstream Capital Management
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{first}@coldstream.com
89% confidence
AeroLeads found 1 current-domain work email signal for David Powers. Compare company email patterns before reaching out.
Profile bio
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
Current workplace
David Powers's current company
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Coldstream Capital Management
5 roles
David Powers work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
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.
Jan 2014 - Sep 2014
Chief Investment Officer
Kanon Bloch Carre
Focused on structural and tactical asset allocation decisions as well as manager selections for KBC’s institutional client base.
May 2011 - Jan 2014
Director
Rinet Company, Llc
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.
May 2004 - May 2011
Director
Lpl Financial
Mutual fund and stock analyst. Received Chartered Financial Analyst designation in 2000.
Jun 1996 - Jul 2002
Team & coworkers
Colleagues at Coldstream Capital Management
Other employees you can reach at coldstream.com. View company contacts for 60 employees →
SP
Shane Payette
Colleague at Coldstream Capital Management
Kirkland, Washington, United States, United States
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LV
Larissa Vidal, Cfp®
Colleague at Coldstream Capital Management
Bellevue, Washington, United States, United States
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ER
Erin Rottler
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
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KD
Katie Devranos
Colleague at Coldstream Capital Management
Portland, Oregon, United States, United States
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BH
Ben Hogan
Colleague at Coldstream Capital Management
Greater Seattle Area, United States
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EH
Elaine Heller, Cfa
Colleague at Coldstream Capital Management
Bellevue, Washington, United States, United States
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BF
Bryce Fitzwilson
Colleague at Coldstream Capital Management
Mercer Island, Washington, United States, United States
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CH
Cade Hampson
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
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AQ
Alanna Quinn-Jones
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
View →
DU
Danielle Uemura
Colleague at Coldstream Capital Management
Greater Seattle Area, United States
View →
Shane Payette
Colleague at Coldstream Capital Management
Kirkland, Washington, United States, United States
View →
LV
Larissa Vidal, Cfp®
Colleague at Coldstream Capital Management
Bellevue, Washington, United States, United States
View →
ER
Erin Rottler
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
View →
KD
Katie Devranos
Colleague at Coldstream Capital Management
Portland, Oregon, United States, United States
View →
BH
Ben Hogan
Colleague at Coldstream Capital Management
Greater Seattle Area, United States
View →
EH
Elaine Heller, Cfa
Colleague at Coldstream Capital Management
Bellevue, Washington, United States, United States
View →
BF
Bryce Fitzwilson
Colleague at Coldstream Capital Management
Mercer Island, Washington, United States, United States
View →
CH
Cade Hampson
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
View →
AQ
Alanna Quinn-Jones
Colleague at Coldstream Capital Management
Seattle, Washington, United States, United States
View →
DU
Danielle Uemura
Colleague at Coldstream Capital Management
Greater Seattle Area, United States
View →
1 education record
David Powers education
FAQ
Frequently asked questions about David Powers
Quick answers generated from the profile data available on this page.
What company does David Powers work for?
David Powers works for Coldstream Capital Management.
What is David Powers's role at Coldstream Capital Management?
David Powers is listed as Portfolio Manager at Coldstream Capital Management.
What is David Powers's email address?
AeroLeads has found 1 work email signal at @coldstream.com for David Powers at Coldstream Capital Management.
Where is David Powers based?
David Powers is based in Seattle, Washington, United States while working with Coldstream Capital Management.
What companies has David Powers worked for?
David Powers has worked for Coldstream Capital Management, Sandy Cove Advisors, Llc, Kanon Bloch Carre, Rinet Company, Llc, and Lpl Financial.
Who are David Powers's colleagues at Coldstream Capital Management?
David Powers's colleagues at Coldstream Capital Management include Shane Payette, Larissa Vidal, Cfp®, Erin Rottler, Katie Devranos, and Ben Hogan.
How can I contact David Powers?
You can use AeroLeads to view verified contact signals for David Powers at Coldstream Capital Management, including work email, phone, and LinkedIn data when available.
What schools did David Powers attend?
David Powers holds Finance, General from Bryant University.
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