Profil
Mr. David E.
Powers is a Senior Portfolio Manager at Coldstream Capital Management, Inc. He has over 25 years of experience in the financial services industry and specializes in research, market commentary, fund and manager due diligence, and portfolio construction.
As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence.
Prior to joining Coldstream, Mr. Powers was the Chief Investment Officer for Sandy Cove Advisors where he analyzed market trends and generated strategic and tactical asset allocation guidance.
He earned a Bachelors of Science Degree in Finance from Bryant College and holds the Chartered Financial Analyst (CFA) designation.
Postes actifs de David Edwin Powers
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/12/2014 |
Anciens postes connus de David Edwin Powers
| Sociétés | Poste | Fin |
|---|---|---|
Sandy Cove Advisors LLC
Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalizations and styles that aim to provide solid investment returns over multiple market cycles. The firm seeks to construct portfolios that strike an appropriate balance of active and passive investments. | Directeur en chef des Investissements | 01/09/2014 |
KBC Financial Services, Inc. | Corporate Officer/Principal | - |
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments as well as some private equity, real estate and hard assets and tactical positioning. | Corporate Officer/Principal | - |
Formation de David Edwin Powers
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Inactives
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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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 |
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments as well as some private equity, real estate and hard assets and tactical positioning. | Finance |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KBC Financial Services, Inc. | |
Sandy Cove Advisors LLC
Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalizations and styles that aim to provide solid investment returns over multiple market cycles. The firm seeks to construct portfolios that strike an appropriate balance of active and passive investments. | Finance |
















