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Nick Buckley
Associate Portfolio Manager at Coldstream Capital Management Inc.
About
Professional biography for Nick Buckley, Associate Portfolio Manager at Coldstream Capital Management Inc., based on verified sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream | Associate Portfolio Manager | Jan 2025 to Present | — |
| Coldstream | ISG Analyst | Jul 2024 to Jan 2025 | Research analyst for the Investment Strategy Group (ISG) at Coldstream. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth c... |
| Arnerich Massena, Inc | Research Analyst II | Jan 2023 to Jul 2024 | Macro and manager research analyst. |
| Meketa Investment Group | Investment Analyst | Feb 2020 to Nov 2022 | Macro trends research, manager review and monitoring, attribution analysis, and compliance procedures for 529 and DC/DB clients. |
| Independent Consultant | Business Model and Valuation Consultant | Nov 2018 to Feb 2020 | Supported PNW clients looking to raise funding by preparing financial models and business plan presentations. Clients included a boutique investment bank, subprime lending firm, and regional SaaS comp... |
| Nike | Market Research Consultant | Aug 2019 to Dec 2019 | — |
| Nike | Corporate Development Manager ETW via PRO Unlimited | May 2017 to Dec 2019 | Financial modeling and market research for internal business model incubator and renewable energy projects. Researched and presented on corporate innovation strategies as well as global entrepreneuria... |
| DeWinter Group | Finance Contractor and CFA Level II Candidate | Oct 2016 to Mar 2017 | In-house accounting and finance functions for startups in the Bay Area. |
| BDO USA, LLP | Valuations Associate | Sep 2015 to Oct 2016 | Private company valuation of stock options for private equity clients and allocation of value to shareholders using various methods. |
| EY | Assurance Associate | Aug 2012 to Aug 2015 | Interned summer of 2012, started as a full-time associate in August 2013. |
| Ernst & Young | Assurance Intern | Jun 2012 to Aug 2012 | Audited financial statements for SEC Forms 10-Q, 10-K, S-1, and 8-K. |
| Eagle Fustar Tennis Development; Menlo Circus Club | Tennis Instructor | Jun 2010 to Jun 2013 | Eagle Fustar: September 2010 - June 2013. Menlo Circus Club: Summer of 2010. |
| HCA International | Accounting Intern | Jun 2011 to Aug 2011 | — |
Education
Santa Clara University - Leavey School of Business
Bachelor of Science (BS), Accounting
2009 — 2013
FIE: Foundation for International Education
International Exchange Program - London
2011 — 2011
Skills & Expertise
Valuation
Accounting
Microsoft Excel
Financial Modeling
Auditing
Financial Accounting
Financial Analysis
Market Research
Finance
Competitive Analysis
Corporate Finance
Due Diligence
Project Management
Business Development
Business Analysis
Microsoft Office
Microsoft Word
S&P Capital IQ
Microsoft PowerPoint
Bloomberg Terminal
Public Speaking
Teamwork
Leadership
Coaching
Client Services
Time Management
Problem Solving
eVestment
Morningstar
Financial Statement Analysis
Lean Startup
Early-stage Startups
Market Sizing
Entrepreneurial Organizations
Incubators
Industry Research
Competitive Landscape
Equity Valuation
Fundamental Analysis
Client Relationships Strengthening
Model Validation
Scenario Analysis
Option Valuation
Business Modeling
Business Model Innovation
Company Valuation
Innovation Strategy
Corporate Sustainability
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 |
 | 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 |
Showing 1-10 of 14 team members
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