Bryan Shipley Email & Phone Number
Chief Investment Officer @ Coldstream Wealth Management
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Bryan Shipley Location
- Portland, OR, US
Bryan Shipley Work
- 2025 -now Chief Investment Officer @
- 2024 -2024 Wealth Manager, Senior Portfolio Manager, Co-CIO @
- 2020 -2024 Senior Investment Advisor @
- 2019 -2024 Co-CEO @
- 2017 -2024 Chief Investment Officer @
- 2003 -2016 Senior Investment Analyst - Head of Traditional and Real Assets @
- 1997 -2003 Associate @
Bryan Shipley Education
- Western Washington University
B.A. (Finance)
1993-1997
Bryan Shipley Skills
- Investments
- Asset Allocation
- Portfolio Management
- Due Diligence
- Investment Management
- Alternative Investments
- Hedge Funds
- Equities
- Fixed Income
- Asset Managment
- Private Equity
- Mutual Funds
- Finance
- Investment Strategies
- Investment Advisory
- Asset Management
Bryan Shipley Summary
- Bryan Shipley, based in Portland, OR, US, is currently a Chief Investment Officer at Coldstream. Bryan Shipley brings experience from previous roles at Coldstream and Arnerich Massena, Inc. Bryan Shipley holds a 1993 - 1997 B.A. in Finance @ Western Washington University. With a robust skill set that includes Investments, Asset Allocation, Portfolio Management, Due Diligence, Investment Management and more. Bryan Shipley has 1 emails and 1 mobile phone numbers on RocketReach.
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