Kevin Peterson
Portfolio Manager-Equities at Coldstream Capital Management, Inc.
Network origin in Kevin Peterson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.
15
| Private Company | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kevin Peterson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Lehman Brothers Holdings, Inc.
 Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Cascadia Capital LLC
 Cascadia Capital LLC Investment Banks/BrokersFinance Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA. | Investment Banks/Brokers | Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
Riddell Williams PS
 Riddell Williams PS Miscellaneous Commercial ServicesCommercial Services Riddell Williams PS engages in the provision of legal services. It specializes in litigation and real estate matters. The company was founded in 1906 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Antioch College | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| California State University-San Marcos | College/University | Undergraduate Degree | |
| Pacific Lutheran University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree | |
| Seattle University | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Masters Business Admin | |
| Washington State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Washington University | College/University | Undergraduate Degree | |
| Antioch University | College/University | Chairman | |
Pivotal Investments LLC
 Pivotal Investments LLC Investment ManagersFinance Pivotal Investments LLC (Pivotal Investments) is a venture capital firm founded in 2008 by John Miner and Bradley A. Zenger. The firm is headquartered in Portland, Oregon. | Investment Managers | Private Equity Investor | |
| Bryant University | College/University | Undergraduate Degree | |
| KBC Financial Services, Inc. | Corporate Officer/Principal | ||
Worldwide Investments Co. Ltd.
 Worldwide Investments Co. Ltd. Investment ManagersFinance Worldwide Investments Co. Ltd. is a private company based in Accra, Ghana. | Investment Managers | Corporate Officer/Principal | |
The City National Bank of Metropolis
 The City National Bank of Metropolis Major BanksFinance Part of City National Bankcorp, Inc., The City National Bank of Metropolis is a financial institution that offers personal and business accounts, loans, and services. The company is based in Metropolis, IL and has two locations in the area. In addition to traditional banking services, they also offer digital banking options such as online account opening and text alerts. The bank emphasizes community involvement and has a team dedicated to sharing stories and supporting local causes. | Major Banks | Corporate Officer/Principal | |
Sandy Cove Advisors LLC
 Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Investment Managers | Chief Investment Officer | |
| The Seattle Alternative Investment Association | Corporate Officer/Principal | ||
Rosenbaum Financial, Inc.
 Rosenbaum Financial, Inc. Investment ManagersFinance Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021. | Investment Managers | Corporate Officer/Principal | |
IOT World Labs, Inc.
 IOT World Labs, Inc. Packaged SoftwareTechnology Services IOT World Labs, Inc. operates as an IOT platform firm that helps enterprises deploy IOT solutions. Its services include use case design, prototype and integration, support services and implementation and white-labelling. The company was founded by Ashish Khare and Jaideep Sen and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Construction Loan Services LLC
 Construction Loan Services LLC Finance/Rental/LeasingFinance Construction Loan Services LLC offers loan products for acquisition, development, construction, and bridge financing, including single-asset loans, portfolio loans, and revolving credit facilities. The company also provides material purchase discounts and access to project management, accounting, and BIM technology tools. Builders Capital, one of the largest private construction lenders in the US, has its headquarters in Puyallup, WA, with regional sales offices across the country, including Boise and other locations. The company was founded by Curt Altig and Christopher Patrick Blakeslee, and the CEO is Robert Trent. | Finance/Rental/Leasing | Founder |
Statistics
International
| United States | 34 |
| Ghana | 2 |
Sectoral
| Finance | 17 |
| Consumer Services | 15 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Portfolio Manager-Equities | 15 |
| Undergraduate Degree | 15 |
| Corporate Officer/Principal | 12 |
| Director/Board Member | 5 |
| Founder | 5 |
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