Robert Daniel Frazier

Partner at Coldstream Wealth Management

Robert Daniel Frazier

Robert Daniel Frazier

Partner at Coldstream Wealth Management

Overview
Career Highlights

Coldstream Capital Management
Seafirst Investment Counselors

RelSci Relationships

708

Primary Location

Sammamish, WA

Number of Boards

2

Contact Data
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Relationships
RelSci Relationships are individuals Robert Daniel Frazier likely has professional access to. A relationship does not necessarily indicate a personal connection.

Team Lead, Relationship Manager & Board of Directors at Coldstream Wealth Management

Relationship likelihood: Strong

Managing Partner & Relationship Manager at Coldstream Capital Management

Relationship likelihood: Strong

Partner, Director at Coldstream Wealth Management

Relationship likelihood: Strong

Chief Investment Officer & General Counsel at Coldstream Wealth Management

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Cascadia Capital LLC

Relationship likelihood: Strong

Chief Compliance Officer & Director of Operations at Coldstream Wealth Management

Relationship likelihood: Strong

Professional at Security Properties, Inc.

Relationship likelihood: Strong

Managing Partner at Simmonds Associates LLC

Relationship likelihood: Strong

Founder at Rubens Family Foundation

Relationship likelihood: Strong

Senior Advisor at Cascadia Capital LLC

Relationship likelihood: Strong

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Robert Daniel Frazier
Partner at Coldstream Wealth Management
Education
Graduate Degree

Since 1938, Pacific Coast Banking School has partnered with the University of Washington Graduate School of Business to help over 10,000 bankers “Rise Above the Rest”™ by providing outstanding graduate-level executive leadership and financial management education. The Vision and Mission reflects the beliefs of the founders of Pacific Coast Banking School and our Corporate Board, a prestigious group of industry experts, and educational and bank executives. PCBS offers the nation's premier three-year graduate-level management education program focused specifically on the financial services industry. Set in the scenic Pacific Northwest's University of Washington campus on the shores of Lake Washington, PCBS session attendees share a rich classroom experience while enjoying the natural beauty and excitement of one of the country's favorite tourist destinations. PCBS keeps its entrance standards high to attract the best and brightest, which is just one reason PCBS is considered The Premier National Graduate School of Banking™. PCBS is commited to help get the most out of employee potential, to enhance leadership and management abilities and to complement a bank's own internal training and development efforts.

Bachelor of Arts Degree in Business Administration

Founded in 1861 by a private gift of 10 acres in what is now the heart of downtown Seattle, the UW is one of the oldest public universities on the West Coast. We’re deeply committed to upholding the responsibility that comes with that legacy. And being public has always meant being accessible. Anyone can enjoy and be enriched by all the UW has to offer, including world-class libraries, art, music, drama, sports and the highest quality medical care in Washington state. Being public also means being engaged with our communities, and through knowledge and discovery we are elevating the quality of lives of others.

Memberships
Member

THE PURPOSE OF THE CLUB IS TO PROVIDE RECREATION FOR ITS CLUB MEMBERS AND THEIR GUESTS.

Career History
Partner
2003 - Current

CCM 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.

Partner & Chief Investment Officer
Current

Genesee Investments employs various fund-of-funds strategies whereby they manage on behalf of a client a portfolio of investments in hedge funds managed by a number of money managers. Allocation of clients' assets is based on, among other factors, the advisors macroeconomic view of conditions affecting each asset class, correlation among strategies and availability of money managers in each asset class. The advisor's investment process includes the development of a macroeconomic view of different hedge fund strategies, development of a market and economic outlook and the development of allocation parameters among various hedge fund strategies. The advisor then applies the allocation parameters and chooses the money managers. They also monitor and review the client portfolios and the individual money managers

Member of the Faculty
Current

Since 1938, Pacific Coast Banking School has partnered with the University of Washington Graduate School of Business to help over 10,000 bankers “Rise Above the Rest”™ by providing outstanding graduate-level executive leadership and financial management education. The Vision and Mission reflects the beliefs of the founders of Pacific Coast Banking School and our Corporate Board, a prestigious group of industry experts, and educational and bank executives. PCBS offers the nation's premier three-year graduate-level management education program focused specifically on the financial services industry. Set in the scenic Pacific Northwest's University of Washington campus on the shores of Lake Washington, PCBS session attendees share a rich classroom experience while enjoying the natural beauty and excitement of one of the country's favorite tourist destinations. PCBS keeps its entrance standards high to attract the best and brightest, which is just one reason PCBS is considered The Premier National Graduate School of Banking™. PCBS is commited to help get the most out of employee potential, to enhance leadership and management abilities and to complement a bank's own internal training and development efforts.

Boards & Committees
Member, Board of Directors
Prior

Seattle Symphony Orchestra is a private company headquartered in Seattle, WA, that provides music entertainment.

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