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Bryan Paul Shipley
Directeur en chef des Investissements chez
Coldstream Capital Management, Inc.
Profil
Mr. Bryan P.
Shipley is a Chief Investment Officer & Investment Advisor at Coldstream Capital Management, Inc. and a Member at CFA Institute.
He values the independent, diligent, and forward-looking perspective that are the underpinnings of a truly strong investment process.
He is passionate about finding the opportunities that only come from persistent, thorough, and meticulous research and understands both the broader economic landscape and the specific qualities and approaches that drive long-term success for investment managers.
He also oversees and works closely with Coldstream’s endowment and foundation clients, overseeing portfolio management and communication with a view toward helping organizations move closer to their stated mission.
He joined Coldstream in 2024 as a Senior Portfolio Manager and Wealth Manager, bringing with him more than 25 years of experience in the financial industry.
Most recently, as Co-CEO and Chief Investment Officer at Arnerich Massena, he built a renowned research team, investment strategy, and proprietary due diligence process.
Prior experience includes work at Wurts & Associates (now Verus), conducting manager research and due diligence, asset allocation modeling, and quarterly market analysis.
Mr. Shipley holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University.
He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Portland.
He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Postes actifs de Bryan Paul Shipley
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Directeur en chef des Investissements | 01/01/2025 |
Anciens postes connus de Bryan Paul Shipley
| Sociétés | Poste | Fin |
|---|---|---|
Arnerich Massena, Inc.
 Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes. | Directeur Général | 01/07/2024 |
Verus Advisory, Inc.
 Verus Advisory, Inc. Investment ManagersFinance Verus’ portfolio design methods are based upon the belief that each client’s investment objectives should be approached on a holistic and customized basis. This approach necessitates a thorough understanding of the client’s enterprise risk tolerance and objectives. We agree with industry research that shows most portfolio results are driven by the asset and risk factor allocation, and as such, they place heavy emphasis on this component throughout our portfolio design process. Their asset allocation process incorporates multiple tools including mean-variance optimization, scenario analysis and risk factor analysis in order to provide our clients unique and multiple perspectives on portfolio risk and diversification. | Corporate Officer/Principal | - |
Formation de Bryan Paul Shipley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
Verus Advisory, Inc.
Verus Advisory, Inc. Investment ManagersFinance Verus’ portfolio design methods are based upon the belief that each client’s investment objectives should be approached on a holistic and customized basis. This approach necessitates a thorough understanding of the client’s enterprise risk tolerance and objectives. We agree with industry research that shows most portfolio results are driven by the asset and risk factor allocation, and as such, they place heavy emphasis on this component throughout our portfolio design process. Their asset allocation process incorporates multiple tools including mean-variance optimization, scenario analysis and risk factor analysis in order to provide our clients unique and multiple perspectives on portfolio risk and diversification. | Finance |
Western Washington University
 Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes. | Finance |
