Howard Alan Coleman
Chief Investment Officer at Coldstream Capital Management, Inc.
Profile
Mr. Howard A.
Coleman is a Chief Investment Officer & General Counsel at Coldstream Capital Management, Inc. He joined Coldstream through the company’s acquisition of Genesee Investments in 2011.
With a varied background, he brings legal and investment expertise to Coldstream.
In 2014, he became Coldstream’s Chief Investment Officer, working with the Investment Strategy Group to develop strategic and tactical asset allocations and fund due diligence.
Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Mr. Coleman focused on securities related litigation and regulatory issues and became a partner in 1991.
In 1997, he went to work for Genesee Investments as its Managing Director and General Counsel assisting in the analysis and negotiation of its hedge funds’ private investments in public companies.
By the early 2000s, He transitioned away from his legal role and began evaluating hedge funds for Genesee’s three fund of funds.
Having evaluated well over 2,000 hedge funds during his career, he found that his legal background dovetailed nicely into hedge fund analysis and strategies that involved real estate, debt instruments, or bankruptcy.
He received his undergraduate degree from Antioch College and a graduate degree from the University of Washington.
Howard Alan Coleman active positions
Companies | Position | Start |
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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. | Chief Investment Officer | 28/02/2011 |
Former positions of Howard Alan Coleman
Companies | Position | End |
---|---|---|
The Seattle Alternative Investment Association | Corporate Officer/Principal | - |
Antioch University | Chairman | 31/12/2009 |
Riddell Williams PS
Riddell Williams PS Miscellaneous Commercial ServicesCommercial Services Riddell Williams PS engages in the provision of legal services. It specializes in litigation and real estate matters. The company was founded in 1906 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 31/12/1990 |
Genesee Investments LLC
Genesee Investments LLC Investment ManagersFinance Genesee Investments LLC is a hedge fund manager headquartered in Bellevue, Washington and was founded in 2002. The firm is a subsidiary of Coldstream Capital Management, Inc. Genesee provides investment advisory and management services to their clients. | Portfolio Manager-Equities | - |
Training of Howard Alan Coleman
University of Washington | Graduate Degree |
Antioch College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
Genesee Investments LLC
Genesee Investments LLC Investment ManagersFinance Genesee Investments LLC is a hedge fund manager headquartered in Bellevue, Washington and was founded in 2002. The firm is a subsidiary of Coldstream Capital Management, Inc. Genesee provides investment advisory and management services to their clients. | Finance |
Riddell Williams PS
Riddell Williams PS Miscellaneous Commercial ServicesCommercial Services Riddell Williams PS engages in the provision of legal services. It specializes in litigation and real estate matters. The company was founded in 1906 and is headquartered in Seattle, WA. | Commercial Services |
The Seattle Alternative Investment Association |
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