Bryan Shipley Email & Phone Number
Chief Investment Officer @ Coldstream Wealth Management
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Bryan Shipley Location
- Portland, OR, US
Bryan Shipley Work
- Chief Investment Officer @ (January 2025 - Present)
- Wealth Manager, Senior Portfolio Manager, Co-CIO @ (July 2024 - December 2024)
- Senior Investment Advisor @ (December 2020 - July 2024)
- Co-CEO @ (August 2019 - July 2024)
- Chief Investment Officer @ (January 2017 - July 2024)
- Senior Investment Analyst - Head of Traditional and Real Assets @ (April 2003 - December 2016)
- Associate @ Wurts & Associates (December 1997 - March 2003)
Bryan Shipley Education
- Western Washington University
B.A. (Finance)
1993-1997
Bryan Shipley Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Due Diligence
- Equities
- Finance
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
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 Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Due Diligence and more. Bryan Shipley has 1 emails and 1 mobile phone numbers on RocketReach.
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