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Scott Schuler

Scott Schuler

Portfolio Manager at Coldstream Capital Management Inc.

Bothell, WA , United States

About

Scott Schuler, CFA, is a Portfolio Manager at Coldstream Capital Management Inc., based in Bellevue, Washington. In this role, he is responsible for client engagement, fund and manager research, and overseeing client portfolio construction and optimization. As a member of the firm’s Investment Strategies Group, he plays a key part in macroeconomic research, determining strategic and tactical asset allocation, and conducting thorough manager due diligence.

Scott’s investment focus spans a variety of asset classes, including investment-grade bonds, external manager selection, and short-term fixed income strategies. Drawing from his 13 years managing corporate assets at Microsoft, he possesses deep expertise in foreign exchange, global macroeconomics, and large fixed income portfolios, including oversight of a $30 billion short-term portfolio and responsibility for US economy and Fed policy analysis.

Before joining Coldstream, Scott held senior roles at Microsoft, such as Director roles in FX, Corporate Finance, Macroeconomics, and Liquidity Portfolio management. He began his career as a financial advisor at Merrill Lynch and as a hedge fund analyst at Genesee Investments. Scott holds both an MBA and BBA from Pacific Lutheran University and is a Chartered Financial Analyst (CFA) charterholder, highlighting his commitment to rigor and professional excellence in capital markets and investment strategy.

Career History

OrganizationRoleDate RangeDetails
ColdstreamPortfolio ManagerAug 2024 to Present
MicrosoftDirector - FX, CorpFin, and MacroeconomicsJun 2023 to Aug 2024
MicrosoftDirector - Liquidity Portfolio and Macroeconomic ResearchDec 2021 to May 2023
MicrosoftDirector - Investment Grade Credit and Macroeconomic ResearchAug 2018 to Nov 2021
Genesee InvestmentsSr. Financial AnalystSep 2002 to Jan 2011
Pacific Lutheran UniversityAdjunct FacultyAug 2010 to Nov 2010
Pacific Lutheran UniversityEndowment Portfolio AnalystAug 2002 to Apr 2003
Merrill LynchFinancial AdvisorJan 2000 to Jan 2001

Education

Pacific Lutheran University - School of Business

MBA

2002 2003

Pacific Lutheran University

BBA, Business

1995 2000

Skills & Expertise

Investments
Microsoft Excel
Investment Management
Project Management

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
Chris Chung
Chris Chung
Associate Portfolio ManagerBellevue, WA , 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
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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