Bryan Carr Email & Phone Number
Portfolio Manager @ Coldstream Wealth Management
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Bryan Carr Location
- Kirkland, WA, US
Bryan Carr Work
- 2022 -now Portfolio Manager @
- 2019 -2022 Senior Research Analyst @
- 2018 -2019 Research Analyst @
- 2016 -2018 Investment Associate @
- 2013 -2016 Operations and Marketing Associate @
- 2009 -2012 Performance Reporting Analyst @
- 2007 -2008 Research Associate and Intern @
- 2007 -2007 Summer Research Analyst @
Bryan Carr Education
- Portland State University - School of Business 2004-2009
Bryan Carr Skills
- Alternative Investments
- Portfolio Management
- Hedge Funds
- Investments
- Valuation
- Asset Allocation
- Asset Management
- Due Diligence
- Financial Modeling
- Financial Analysis
- Equities
- Data Analysis
- Private Equity
- Asset Managment
- Statistics
- Equity Trading
- Economics
- Financial Markets
- Financial Planning
- Investment Strategies
- Investment Advisory
- Investment Management
- Fixed Income
- Equity Research
- Equity Derivatives
- Bloomberg
- Microsoft Excel
- Microsoft Word
- Access
- Visual Basic for Applications (VBA)
- Python
- Fixed Income Analysis
- Performance Reporting
- Etfs
- Tactical Asset Allocation
- Dynamic Asset Allocation
- Financial Statement Analysis
- Chartered Financial Analyst
- Multivariate Statistics
- Economic Research
- Economic Modeling
- Personal Financial Planning
- Investment Advisory Services
- Investment Management Industry
- Global Investment Management
- Portfolio Optimization
- Equity Research Analysis
- Portfolio Performance Analysis
- Pivot Tables
- Mutual Funds
- Bloomberg Terminal
- Research
- Visual Basic for Applications Vba
- Visual Basic for Applications
Bryan Carr Summary
- Bryan Carr, based in Kirkland, WA, US, is currently a Portfolio Manager at Coldstream Wealth Management. Bryan Carr brings experience from previous roles at Pacific Portfolio Consulting, LLC, CTC | myCFO and GW Capital, Inc. Bryan Carr holds a 2004 - 2009 Portland State University - School of Business. With a robust skill set that includes Alternative Investments, Portfolio Management, Hedge Funds, Investments, Valuation and more. Bryan Carr has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
Tara McDonald
Director of Human Resources
Bellevue, WA, US
Kevin Fitzwilson
Chief Executive Officer
Incline Village, NV, US
Peter Beeson
Team Lead, Coldstream Risk Management
Bellevue, WA, US
Vonie Bright
CERTIFIED FINANCIAL PLANNER ™, Wealth Manager
Bellevue, WA, US
Daniels Voyteshonock
Wealth Management Advisor
Bellevue, WA, US
Erika Yelle
Chief Compliance Officer
Bellevue, WA, US
Joe Cervantes
Wealth Manager-Team Lead
Bellevue, WA, US
Alison Hudders
Director of Marketing
Seattle, WA, US
Gunnar Ildhuso
Wealth Manager and Shareholder
Edmonds, WA, US
Erika Allen
Partner
Seattle, WA, US
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