You're signed outSign in or to get full access.
Calm Qi
Associate Portfolio Manager at Coldstream Capital Management Inc.
About
Calm Qi is an Associate Portfolio Manager at Coldstream Capital Management Inc. based in Kirkland, WA. In this role, he collaborates closely with Portfolio Managers to execute daily trades, monitor and rebalance client portfolios, and contribute to firm-wide investment discussions as a member of the Investment Strategy Group (ISG). His responsibilities include analyzing market and economic trends and helping guide firm-level portfolio recommendations.
Calm's specific areas of focus include identifying emerging investment trends and evaluating the role of private investments within client asset allocations, with recent authorship on topics such as regional banks and commercial real estate sector exposures. He plays a significant part in Coldstream's whitepapers and webinars addressing issues facing sectors like commercial real estate, with a special emphasis on risk analysis in office sector exposures and impacts on regional banks.
Prior to his current position, Calm served as an Investment Strategy Group Analyst at Coldstream and as a Credit Specialist at ChemPoint. He holds a Master of Science in Finance from Pacific Lutheran University and a Bachelor of Arts in Political Science from Western Washington University. Calm is recognized within the firm for his data-driven approach and analytical mindset, which underpin his work in portfolio management and strategic investment research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream Wealth Management | Associate Portfolio Manager | Feb 2024 to Present | • Work on a client service team to manage client assets, including developing investment policy statements, asset allocation recommendations, and implementation and ongoing management of client invest... |
| Coldstream Wealth Management | Investment Strategy Group Analyst | Feb 2022 to Feb 2024 | • Collaborate with the CIO on various tasks to support firm-wide investment platform, including preparing and presenting quarterly market outlook, • Schedule and prepare for investment committee meeti... |
| ChemPoint | Credit Specialist | Nov 2021 to Feb 2022 | • Analyzes credit data and financial information of companies that are applying for credit to determine the risk, credit line amount, and payment terms. • Reviews and follows up on past due categories... |
| Nanhua Futures Co | Wealth Management Department Intern | Jun 2017 to Sep 2017 | • Produced weekly commodity/stock index market observation report which contributed to senior financial advisors’ investment decisions for clients • Performed research on performance history/strategy ... |
Education
Pacific Lutheran University - School of Business
Master of Science - MS, Finance
2019 — 2020
Western Washington University
Bachelor of Arts - BA, Political Science
2014 — 2019
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 |
A Apma Dallas | Portfolio Manager Coldstream Dividend Growth Strategies | Kirkland, WA , United States |
C Christine Arnerich | Principal | Portland, OR , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Ahmad Hosein | Business Analyst | Causeway Capital Management LLC | Santa Monica, CA , United States |
 | Senior Research Analyst | Causeway Capital Management LLC | Los Angeles, CA , United States |
 | Senior Vice President | Aristotle Capital Management, LLC | Chicago, IL , United States |
 | Credit Research Analyst | Aristotle Capital Management, LLC | Irvine, CA , United States |
