![Rachel J. Wakefield](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
James Matthew Walsh | M | - |
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. | 18 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Gregg Alan Giboney | M | - |
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services.
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. | 3 years |
Roger J. Johnson | M | - |
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.
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | 16 years |
Leonard W. Johnson | M | - |
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.
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | 17 years |
Donald L. Gher | M | - |
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. | 13 years |
Kerry Kozlowski | F | - |
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. | - |
Dan Figliola | M | - |
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. | 1 years |
Kori L. Allen | F | - |
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | 1 years |
Chris A. Judy | M | - |
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | 6 years |
Detlef Schrempf | M | - |
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. | - |
Roger L. Johnson | M | 80 |
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. | 3 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 11 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Rachel J. Wakefield
- Personal Network