Bob Frazier
Profile
Mr. Robert D.
Frazier is a Portfolio Manager at Coldstream Capital Management, Inc. where he also serves as a Member of Investment Strategy Group.
Mr. Frazier was employed as a Manager by KeyBank NA and a Senior Managing Director by McDonald Financial Group.
Mr. Frazier received his BA in Business Administration from the University of Washington and a graduate degree from Pacific Coast Banking School.
Former positions of Bob Frazier
| Companies | Position | End |
|---|---|---|
McDonald Financial Group Corp
 McDonald Financial Group Corp Miscellaneous Commercial ServicesCommercial Services McDonald Financial Group engages in the provision of financial consulting services. Its services include personal, federal and state income tax. individual and small business owner assistance,and pension buyout assistance. The company is headquartered in Trenton, MI. | Corporate Officer/Principal | - |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Portfolio Manager-Equities | - |
Training of Bob Frazier
| University of Washington | Undergraduate Degree |
| Pacific Coast Banking School | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
McDonald Financial Group Corp
McDonald Financial Group Corp Miscellaneous Commercial ServicesCommercial Services McDonald Financial Group engages in the provision of financial consulting services. Its services include personal, federal and state income tax. individual and small business owner assistance,and pension buyout assistance. The company is headquartered in Trenton, MI. | Commercial Services |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
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