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Apma Dallas
Portfolio Manager Coldstream Dividend Growth Strategies at Coldstream Capital Management Inc.
About
Corey Dallas, MSF, APMA®, serves as Portfolio Manager for Coldstream Dividend Growth Strategies at Coldstream Capital Management Inc. Based in Kirkland, WA, he leads client portfolio alignment, focusing on both short- and long-term financial objectives, while collaborating within the firm's Investment Strategy Group to establish firm-wide investment standards and identify emerging industry trends.
Corey's investment expertise encompasses U.S. equities, dividend-growth strategies, private investments, and alternative investments, with a particular emphasis on data-driven portfolio analysis and sector trend evaluation. He regularly contributes research and insights, such as overviews of cryptocurrencies, demonstrating a deep understanding of alternative and emerging asset classes.
Corey holds a Certificate in Alternative Investments from Harvard Business School Online, a Master of Science in Finance from Pacific Lutheran University, and a Bachelor of Arts in Social Sciences from Washington State University. He previously held roles as Associate Portfolio Manager and Portfolio Analyst at Coldstream, leveraging strong quantitative and analytical skills to advance the firm's investment approach and deliver value to client portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream Wealth Management | Portfolio Manager Coldstream Dividend Growth Strategies | Dec 2021 to Present | • Manage the overall investment fund, including portfolio allocation, risk management, and investment decision-making. • Develop and implement investment strategies in alignment with the fund's object... |
| Coldstream Wealth Management | Associate Portfolio Manager | Dec 2021 to Present | • Develop and execute investment strategies aimed at achieving the portfolio's financial objectives. This entails implementing asset allocation, diversification, and rebalancing strategies based on ma... |
| Coldstream Wealth Management | Portfolio Analyst | Aug 2021 to Dec 2021 | • Managed centralized trading portfolios using Tamarac. • Utilized custodian websites such as Schwab, Fidelity, and TD Ameritrade to validate and execute trades. • Attended weekly and monthly ISG meet... |
| SOUND CONSULTING SERVICES | Portfolio Analyst and Trader | Sep 2019 to Aug 2021 | • Developed and maintained model portfolios for each investment objective to streamline the investment process. This resulted in advisors spending more time on clients, thereby increasing client satis... |
| Washington State Health Care Authority | Fiscal Information and Data Analyst | Jan 2019 to Jun 2019 | • Developed SQL code to efficiently extract large data sets, which were subsequently organized and presented in user-friendly formats like pivot tables and financial models. This data played a crucial... |
| Elevate Trader | Investment Analyst | Feb 2016 to Apr 2019 | • Conducted comprehensive fundamental and technical analysis on individual equities. • Collaborated closely with a team to assess and select stocks for diverse investment strategies. • Provided expert... |
| Corliss Reources | Financial Analyst Internship | Jul 2018 to Nov 2018 | • Analyzed large sets of raw data using Excel to develop financial models and create clear and concise graphs. • Presented comprehensive analysis to upper management, offering actionable recommendatio... |
| Pacifc Lutheran University | President of Mary-Lund Davis Investment Fund | May 2017 to Aug 2018 | • Demonstrated strong communication, collaboration, and effective teamwork with fellow team members. • Assigned roles and tasks to team members, ensuring the completion of monitoring, research, and ot... |
| Finacial Advocates | Internship | May 2018 to Jul 2018 | • Ensured accurate completion of paperwork and disclosures, eliminating the need for unnecessary refiling. • Streamlined the filing process for each advisor, promoting enhanced organization and effici... |
Education
Harvard Business School Online
Certificate in Alternative Investments
2023 — 2033
Pacific Lutheran University - School of Business
Master's degree, Quantitative Finance
2017 — 2018
Washington State University
Bachelor of Arts - BA, Social Sciences
2013 — 2017
Others at Coldstream Capital Management Inc. (14)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Kirkland, WA , United States |
 | Chief Investment Officer | Portland, OR , United States |
 | Associate Portfolio Manager | Bellevue, WA , United States |
 | Portfolio Manager and Shareholder | Mercer Island, WA , United States |
 | Associate Portfolio Manager | Portland, OR , United States |
 | Associate Portfolio Manager | Portland, OR , United States |
 | Associate Portfolio Manager | Portland, OR , United States |
 | Portfolio Manager | Bothell, WA , United States |
 | Associate Portfolio Manager | Kirkland, WA , United States |
C Christine Arnerich | Principal | Portland, OR , United States |
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