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Nick Buckley, Cfa Email & Phone Number
Associate Portfolio Manager
at
Coldstream
1 work email found
@am-a.com
3 phones found area 262 and 646
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager
Location
Portland, Oregon, United States
Company size
Who is Nick Buckley, Cfa? Overview
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Quick answer
Nick Buckley, Cfa is listed as Associate Portfolio Manager at Coldstream, a with 231 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at am-a.com, phone signal with area code 262, 646, and a matched LinkedIn profile for Nick Buckley, Cfa.
Nick Buckley, Cfa previously worked as ISG Analyst at Coldstream and Research Analyst II at Arnerich Massena, Inc. Nick Buckley, Cfa holds Bachelor Of Science (Bs), Accounting from Santa Clara University - Leavey School Of Business.
Company email context
Email format at Coldstream
This section adds company-level context without repeating Nick Buckley, Cfa's masked contact details.
*@am-a.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nick Buckley, Cfa. Compare company email patterns before reaching out.
Profile bio
About Nick Buckley, Cfa
CFA charterholder and former CPA with 9+ years of experience in the finance industry.
Listed skills include Accounting, Microsoft Excel, Public Speaking, Microsoft Office, and 41 others.
Current workplace
Nick Buckley, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Coldstream
13 roles
Nick Buckley, Cfa work experience
A career timeline built from the work history available for this profile.
Isg Analyst
CurrentResearch analyst for the Investment Strategy Group (ISG) at Coldstream.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.
Jul 2024 - Present
Jan 2023 - Jul 2024
Investment Analyst
Macro trends research, manager review and monitoring, attribution analysis, and compliance procedures for 529 and DC/DB clients.
Feb 2020 - Nov 2022
Business Model And Valuation Consultant
Independent Consultant
Supported PNW clients looking to raise funding by preparing financial models and business plan presentations. Clients included a boutique investment bank, subprime lending firm, and regional SaaS company.
Nov 2018 - Feb 2020
Market Research Consultant
Aug 2019 - Dec 2019
Corporate Development Manager Etw Via Pro Unlimited
Financial modeling and market research for internal business model incubator and renewable energy projects.Researched and presented on corporate innovation strategies as well as global entrepreneurial hubs.Constructed external venture investment strategy.
May 2017 - Dec 2019
Finance Contractor & Cfa Level Ii Candidate
In-house accounting and finance functions for startups in the Bay Area.
Oct 2016 - Mar 2017
Valuations Associate
Private company valuation of stock options for private equity clients and allocation of value to shareholders using various methods.
Sep 2015 - Oct 2016
Aug 2012 - Aug 2015
Jun 2012 - Aug 2012
Tennis Instructor
Eagle Fustar Tennis Development; Menlo Circus Club
Eagle Fustar: September 2010 - June 2013.Menlo Circus Club: Summer of 2010.
Jun 2010 - Jun 2013
Accounting Intern
Jun 2011 - Aug 2011
Team & coworkers
Colleagues at Coldstream
Other employees you can reach at coldstream.com. View company contacts for 231 employees →
EH
Elaine Heller
Colleague at ColdstreamBellevue, Washington, United States
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MR
Mark Rosenbaum
Colleague at ColdstreamUnited States
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DQ
Diana Quist
Colleague at ColdstreamUnited States
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KQ
Katie Quick, Cfp®
Colleague at ColdstreamPortland, Oregon, United States
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ST
Shane Tobey
Colleague at ColdstreamPebble Beach, California, United States
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JS
Jocelyn Stephens
Colleague at ColdstreamSeattle, Washington, United States
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JC
Jessica Chambers
Colleague at ColdstreamSeattle, Washington, United States
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WH
Wendy Holden
Colleague at ColdstreamBellevue, Washington, United States
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WC
William Cunningham
Colleague at ColdstreamSeattle, Washington, United States
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JH
Jonathan Hung
Colleague at ColdstreamKirkland, Washington, United States
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Elaine Heller
Colleague at ColdstreamBellevue, Washington, United States
View →
MR
Mark Rosenbaum
Colleague at ColdstreamUnited States
View →
DQ
Diana Quist
Colleague at ColdstreamUnited States
View →
KQ
Katie Quick, Cfp®
Colleague at ColdstreamPortland, Oregon, United States
View →
ST
Shane Tobey
Colleague at ColdstreamPebble Beach, California, United States
View →
JS
Jocelyn Stephens
Colleague at ColdstreamSeattle, Washington, United States
View →
JC
Jessica Chambers
Colleague at ColdstreamSeattle, Washington, United States
View →
WH
Wendy Holden
Colleague at ColdstreamBellevue, Washington, United States
View →
WC
William Cunningham
Colleague at ColdstreamSeattle, Washington, United States
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JH
Jonathan Hung
Colleague at ColdstreamKirkland, Washington, United States
View →
2 education records
Nick Buckley, Cfa education
Bachelor Of Science (Bs), Accounting
International Exchange Program - London
FAQ
Frequently asked questions about Nick Buckley, Cfa
Quick answers generated from the profile data available on this page.
What company does Nick Buckley, Cfa work for?
Nick Buckley, Cfa works for Coldstream.
What is Nick Buckley, Cfa's role at Coldstream?
Nick Buckley, Cfa is listed as Associate Portfolio Manager at Coldstream.
What is Nick Buckley, Cfa's email address?
AeroLeads has found 1 work email signal at @am-a.com for Nick Buckley, Cfa at Coldstream.
What is Nick Buckley, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 262, 646 for Nick Buckley, Cfa at Coldstream.
Where is Nick Buckley, Cfa based?
Nick Buckley, Cfa is based in Portland, Oregon, United States while working with Coldstream.
What companies has Nick Buckley, Cfa worked for?
Nick Buckley, Cfa has worked for Coldstream, Arnerich Massena, Inc, Meketa Investment Group, Independent Consultant, and Nike.
Who are Nick Buckley, Cfa's colleagues at Coldstream?
Nick Buckley, Cfa's colleagues at Coldstream include Elaine Heller, Mark Rosenbaum, Diana Quist, Katie Quick, Cfp®, and Shane Tobey.
How can I contact Nick Buckley, Cfa?
You can use AeroLeads to view verified contact signals for Nick Buckley, Cfa at Coldstream, including work email, phone, and LinkedIn data when available.
What schools did Nick Buckley, Cfa attend?
Nick Buckley, Cfa holds Bachelor Of Science (Bs), Accounting from Santa Clara University - Leavey School Of Business.
What skills is Nick Buckley, Cfa known for?
Nick Buckley, Cfa is listed with skills including Accounting, Microsoft Excel, Public Speaking, Microsoft Office, Auditing, Financial Modeling, Financial Accounting, and Teamwork.
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