You're signed outSign in or to get full access.
Chris Chung
Associate Portfolio Manager at Coldstream Capital Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream Wealth Management | Associate Portfolio Manager | Jan 2020 to Present | — |
| Coldstream Wealth Management | Portfolio Administrator | Apr 2017 to Jan 2020 | — |
| The Rainier Group | Research Intern | Jun 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Kirkland, WA , United States | |
| Chief Investment Officer | Portland, OR , 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 |
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 |