Kevin Michael Fitzwilson
Vorstandsvorsitzender bei Coldstream Capital Management, Inc.
Aktive Positionen von Kevin Michael Fitzwilson
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Direktor/Vorstandsmitglied | 01.10.1997 | - |
| Vorstandsvorsitzender | 01.10.1997 | - | |
| Vorsitzender | 01.10.1997 | - | |
| Präsident | 01.10.1997 | - |
Karriereverlauf von Kevin Michael Fitzwilson
Ehemalige bekannte Positionen von Kevin Michael Fitzwilson
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Portfolio Manager-Aktien | 01.01.1991 | 01.02.1997 |
Ausbildung von Kevin Michael Fitzwilson
| Santa Clara University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Director/Board Member | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
