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Chris Chung

Chris Chung

Associate Portfolio Manager at Coldstream Capital Management Inc.

Bellevue, WA , United States

About

Chris Chung, CFA, serves as Associate Portfolio Manager at Coldstream Capital Management Inc., based in Bellevue, WA. In his current role, he supports asset allocation, trading, and financial planning for high-net-worth clients, contributes to investment strategy discussions, and conducts due diligence on manager selection while actively monitoring preferred funds.

Chris specializes in manager research, asset allocation, and integrating ESG (Environmental, Social, and Governance) principles into portfolios, as reflected in his ongoing contributions to Coldstream’s Investment Strategy Group webinars and published articles on socially responsible and impact investing. His focus areas include multi-asset class portfolios and manager selection within equities, fixed income, and alternative investments, with particular expertise in ESG strategies.

He began his investment career as a Research Analyst Intern at The Rainier Group before joining Coldstream as Portfolio Administrator and later progressing to his current position. Chris holds a Bachelor of Arts in Business, specializing in Finance & Information Systems, from the University of Washington Foster School of Business, and is a CFA charterholder.

Career History

OrganizationRoleDate RangeDetails
Coldstream Wealth ManagementAssociate Portfolio ManagerJan 2020 to Present
Coldstream Wealth ManagementPortfolio AdministratorApr 2017 to Jan 2020
The Rainier GroupResearch InternJun 2015 to Mar 2017

Education

University of Washington

Bachelor of Arts (B.A.), Finance & Information Systems

2010 2015

Others at Coldstream Capital Management Inc. (14)

NameRoleLocation
Bryan Carr
Bryan Carr
Portfolio ManagerKirkland, WA , United States
Bryan Shipley
Bryan Shipley
Chief Investment OfficerPortland, OR , United States
Daniel Yeung
Daniel Yeung
Portfolio Manager and ShareholderMercer Island, WA , United States
Darin Sevier
Darin Sevier
Associate Portfolio ManagerPortland, OR , United States
Jennifer Estner
Jennifer Estner
Associate Portfolio ManagerPortland, OR , United States
Nick Buckley
Nick Buckley
Associate Portfolio ManagerPortland, OR , United States
Scott Schuler
Scott Schuler
Portfolio ManagerBothell, WA , United States
A
Apma Dallas
Portfolio Manager Coldstream Dividend Growth StrategiesKirkland, WA , United States
Calm Qi
Calm Qi
Associate Portfolio ManagerKirkland, WA , United States
C
Christine Arnerich
PrincipalPortland, OR , United States
Showing 1-10 of 14 team members

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