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About
Bryan Carr is a Portfolio Manager at Coldstream Capital Management Inc., based in Kirkland, WA. He works directly with clients to align their investment portfolios with both short- and long-term financial objectives, collaborating with the firm's Investment Strategy Group to set investment standards and ensure portfolios are tailored to each client's risk tolerance and goals. Bryan is known for his client-focused approach and expertise in asset allocation and portfolio construction.
Bryan specializes in domestic equity manager selection and Environmental, Social, and Governance (ESG) investing. His work involves identifying and evaluating investment managers, constructing diversified portfolios, and integrating ESG factors into investment strategies. He is actively involved in firm-wide discussions on market trends and economic indicators, contributing to Coldstream's quarterly investment strategy webinars and thought leadership.
Prior to joining Coldstream, Bryan served as a Senior Research Analyst and Research Analyst at Pacific Portfolio Consulting, LLC, where he focused on manager selection and ESG investing. He holds a bachelor’s degree in finance from Portland State University and is a Chartered Financial Analyst (CFA®) charterholder. Bryan is recognized for his deep industry experience, commitment to continuous learning, and contributions to advancing ESG investing practices within the firm.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream Wealth Management | Portfolio Manager | May 2022 to Present | Manages client portfolios, delivers client-facing economic and market analysis, commentary, and investment recommendations, and key member of client- and prospect-facing service team responsible for o... |
| Pacific Portfolio Consulting, LLC | Senior Research Analyst | Jun 2019 to May 2022 | Ownership of firm's Domestic Equity, Core Fixed Income, and Target Date manager research and selection process
Firm's subject matter expert on ESG and Socially Responsible Investing: initiated, develo... |
| Pacific Portfolio Consulting, LLC | Research Analyst | Jun 2018 to Jun 2019 | — |
| CTC | myCFO | Investment Associate | Jun 2016 to Apr 2018 | Engaged clients of varying investment sophistication in quarterly face-to-face and phone meetings with clear and concise market, economic, investment manager and client portfolio commentary and analys... |
| GW Capital, Inc | Operations and Marketing Associate | Jan 2013 to May 2016 | Research equity and fixed income benchmarks using Bloomberg, S&P, Russell, and IDC index data; update and reconcile databases to ensure accuracy in client reporting
Analyze and report individual and ... |
| CTC Consulting | Performance Reporting Analyst | Dec 2009 to Dec 2012 | Updated and maintained client investment, transaction, and reporting database with client statement data from myriad sources to facilitate accurate and timely client reporting
Produced performance re... |
| Morgan Stanley | Research Associate and Intern | Sep 2007 to Nov 2008 | Analyzed and evaluated client portfolio composition and performance to aid Senior Vice President and Financial Advisor in portfolio construction, return maximization, and risk evaluation
Researched p... |
| CTC Consulting | Summer Research Analyst | Jun 2007 to Sep 2007 | Composed an extensive report on hedge fund performance and behavior during extreme market events for Hedge Fund Division management utilizing PerTrac Hedge Fund Database, Bloomberg, and industry publi... |
Education
Portland State University - School of Business
2004 — 2009
Skills & Expertise
Others at Coldstream Capital Management Inc. (14)
| Name | Role | Location |
|---|---|---|
 | 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 |
A Apma Dallas | Portfolio Manager Coldstream Dividend Growth Strategies | Kirkland, WA , United States |
 | Associate Portfolio Manager | Kirkland, WA , United States |
C Christine Arnerich | Principal | Portland, OR , United States |
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