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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream | Portfolio Manager | Aug 2024 to Present | — |
| Microsoft | Director - FX, CorpFin, and Macroeconomics | Jun 2023 to Aug 2024 | — |
| Microsoft | Director - Liquidity Portfolio and Macroeconomic Research | Dec 2021 to May 2023 | — |
| Microsoft | Director - Investment Grade Credit and Macroeconomic Research | Aug 2018 to Nov 2021 | — |
| Genesee Investments | Sr. Financial Analyst | Sep 2002 to Jan 2011 | — |
| Pacific Lutheran University | Adjunct Faculty | Aug 2010 to Nov 2010 | — |
| Pacific Lutheran University | Endowment Portfolio Analyst | Aug 2002 to Apr 2003 | — |
| Merrill Lynch | Financial Advisor | Jan 2000 to Jan 2001 | — |
Education
Pacific Lutheran University - School of Business
MBA
2002 — 2003
Pacific Lutheran University
BBA, Business
1995 — 2000
Skills & Expertise
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 | |
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 |
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