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Scott Schuler, Cfa is a Portfolio Manager at Coldstream. He possess expertise in investments, investment management.
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Portfolio ManagerColdstream Sep 2024 - PresentBellevue, Wa, Us -
Director - Fx, Corpfin, And MacroeconomicsMicrosoft Jul 2023 - Sep 2024Redmond, Washington, UsKey Priorities are:Manage our FX hedging team, responsible for understanding and mitigating FX risk across the company.Manage our capital planning allocation implementation process, including equity buyback, interest rate management, and dividend policy.Head of macroeconomic research and company-wide communication -
Director - Liquidity Portfolio And Macroeconomic ResearchMicrosoft Jan 2022 - Jun 2023Redmond, Washington, UsKey priorities are:Management of front-end investment portfolioHead of US macroeconomic research and oversight of global Capital Markets macroeconomic research -
Director - Investment Grade Credit And Macroeconomic ResearchMicrosoft Sep 2018 - Dec 2021Redmond, Washington, UsManaged internal investment-grade credit portfolio, as well as relationships with external investment managers. Responsible for managing performance analytics and investment reporting processHead of macroeconomic research and outreach. -
Group Manager - Foreign ExchangeMicrosoft May 2018 - Sep 2018Redmond, Washington, UsResponsible for overall management of FX desk, corporate revenue hedging program, and currency strategy. -
Senior Portfolio Manager - FxMicrosoft Feb 2011 - May 2018Redmond, Washington, UsFeb 2011 to June 2013 - I managed the foreign exchange hedging program for the corporate balance sheet, and from mid-2013 through 2018 I was responsible for the revenue/cash flow FX hedging program. -
Sr. Financial AnalystGenesee Investments Oct 2002 - Feb 2011From 2002 through February 2011, I served as a Senior Financial Analyst for Genesee Investments, a fund of hedge funds manager. My primary duty was due diligence for virtually all types of hedge funds, including investment strategy analysis and operational due diligence on the investment management organization. In addition to my primary role, I also conducted ongoing due diligence for managers that we hired, and occasional marketing/client relations services for our institutional investors.
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Adjunct FacultyPacific Lutheran University Sep 2010 - Dec 2010For the Fall 2010 semester, I taught an undergraduate finance class titled "BUSA 335: Investments Portfolio Management". Topics covered included debt and equity valuation, risk and return analysis, derivatives (options, futures, and foreign exchange), financial statement analysis, and economic theory.
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Endowment Portfolio AnalystPacific Lutheran University Sep 2002 - May 2003
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Financial AdvisorMerrill Lynch 2000 - 2001New York, Ny, Us
Scott Schuler, Cfa Skills
Scott Schuler, Cfa Education Details
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Pacific Lutheran University - School Of BusinessMba -
Pacific Lutheran UniversityBusiness
Frequently Asked Questions about Scott Schuler, Cfa
What company does Scott Schuler, Cfa work for?
Scott Schuler, Cfa works for Coldstream
What is Scott Schuler, Cfa's role at the current company?
Scott Schuler, Cfa's current role is Portfolio Manager.
What is Scott Schuler, Cfa's email address?
Scott Schuler, Cfa's email address is sc****@****ail.com
What is Scott Schuler, Cfa's direct phone number?
Scott Schuler, Cfa's direct phone number is +142570*****
What schools did Scott Schuler, Cfa attend?
Scott Schuler, Cfa attended Pacific Lutheran University - School Of Business, Pacific Lutheran University.
What skills is Scott Schuler, Cfa known for?
Scott Schuler, Cfa has skills like Investments, Investment Management.
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