Rich A. Merrifield

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Consumer Services

Profile

Mr. Rich A. Merrifield, II, is Partner & Relationship Manager at Coldstream Capital Management, Inc. Prior to that, Mr. Merrifield was previously employed as Equity Portfolio Manager by Appropriate Balance Financial Services, Inc. Prior to joining Appropriate Balance in August 2006, Mr. Merrifield was a consultant to professional investment managers, helping them develop their portfolio management systems.
Before that, he worked with American Express as a Financial Planner, Portfolio Strategist and Training Manager.
He also has experience in Venture Capital, has taught college courses on investing and financial planning, and has contributed thousands of hours in the roles of founder, officer and board member for a half-dozen non-profit organizations in Arizona and Washington.
He lived and worked throughout Latin America from 1983-1986.
He is an avid backpacker, runner and fitness nut.
Since 1997, he has been an active resident in the Capital Hill neighborhood (in downtown Seattle).
Mr. Merrifield is a native of the mid-Atlantic region and holds a BS in Latin American Affairs from Ohio University.

Former positions of Rich A. Merrifield

Companies	Position	End
Coldstream Capital Management, Inc. Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.	Corporate Officer/Principal	-
Appropriate Balance Financial Services, Inc. Appropriate Balance Financial Services, Inc. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	-

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Private companies	3
Coldstream Capital Management, Inc. Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.	Finance
Appropriate Balance Financial Services, Inc. Appropriate Balance Financial Services, Inc. Investment ManagersFinance Provides investment advice	Finance
The Ohio University The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services