David Powers
Portfolio Manager
Get their honest, personalized take on your startup.
Sign in to pitch David →At a glance
- Full Name
- David Powers, CFA
- Title
- Senior Portfolio Manager
- Firm
- Coldstream Wealth Management (Coldstream Capital Management)
- Firm Type
- Registered Investment Advisor / Wealth Management firm (not a startup angel or venture fund)
- Investment Stage
- Not applicable — Coldstream manages client portfolios via strategic and tactical asset allocation across public markets, not startup seed rounds
- Sector Focus
- Multi-asset portfolio construction; macroeconomic research, fund and manager due diligence
- Geographic Focus
- United States (Pacific Northwest–based advisory practice)
- Location
- Bellevue, Washington
Background
David Powers is a Senior Portfolio Manager at Coldstream Wealth Management (legal entity Coldstream Capital Management), a Bellevue, Washington–based registered investment advisor. He holds the Chartered Financial Analyst (CFA) designation and has roughly 25 years of experience in the financial services industry, specializing in research, market commentary, fund and manager due diligence, and portfolio construction. He is a member of Coldstream's Investment Strategies Group (ISG), where his work centers on macroeconomic research, setting strategic and tactical asset allocation targets, and sourcing and conducting due diligence on investment managers. He is also an employee-shareholder of the firm.
Before joining Coldstream (reported as December 2014), Powers served as Chief Investment Officer for Sandy Cove Advisors, where he analyzed market trends and generated strategic and tactical asset allocation guidance. His earlier career included serving as Chief Investment Officer at Kanon Bloch Carré and Director-level roles at RINET Company, LLC and LPL Financial, giving him a background spanning independent advisory, research, and broker-dealer platforms.
He earned a Bachelor of Science in Finance from Bryant College (now Bryant University) in Rhode Island. At Coldstream he contributes to the firm's published market commentary and ISG webinars, and is affiliated with the firm's Wealth Management and Disability Advisory Services teams.
Investment Thesis & Focus
- Works within a traditional wealth-management / multi-asset framework, not a venture or angel mandate; his role is building diversified client portfolios rather than backing individual startups.
- Core responsibilities per Coldstream: macroeconomic research, strategic and tactical asset allocation, and manager sourcing/due diligence — i.e., selecting funds and managers rather than writing angel checks.
- Emphasis on fund and manager due diligence and portfolio construction, reflecting a research-driven, top-down allocation philosophy.
- No publicly stated startup/seed investment thesis or check-size range was found; any "seed round" characterization appears to be a mislabel.
Notable Investments
- No verifiable startup or angel portfolio companies could be identified for this David Powers. As a portfolio manager at an RIA, his investment activity is directed at public-market funds, managers, and client asset allocation rather than named private-company deals. (No fabricated deals are listed here in keeping with the accuracy rules.)
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.