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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
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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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