
Richard Merrifield
Wealth Manager
Coldstream Capital Management Inc
United States, Washington, Bellevue
About Me
Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich functioned as a consultant to professional investment managers, helping them develop their portfolio management systems, and worked with American Express as a Financial Planner, Portfolio Strategist and Training Manager. Rich earned a Bachelors of Science degree in Latin American Affairs from Ohio University. He also holds
Profile Information
Wealth Manager
Coldstream Capital Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bellevue
Washington
United States
May 15, 2024
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