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Howard Coleman

JD
Chief Investment Officer and General Counsel, Coldstream Wealth Management

Howard Coleman is the chief investment officer and general counsel of Coldstream Wealth Management. He joined the firm through the company’s acquisition of Genesee Investments in 2011, and became Coldstream’s chief investment officer in 2014, working with the Investment Strategy Group to develop strategic and tactical asset allocations and fund due diligence.

 

Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt & Walkinshaw, Howard focused on securities-related litigation and regulatory issues, and became a partner in 1991. In 1997, he went to work for Genesee Investments as its managing director and general counsel, assisting in the analysis and negotiation of its hedge funds’ private investments in public companies. By the early 2000s, Howard had transitioned away from his legal role and began evaluating hedge funds for Genesee’s three funds of funds. Having evaluated well over 2,000 hedge funds during his career, Howard found that his legal background dovetailed nicely into hedge fund analysis and strategies that involved real estate, debt instruments or bankruptcy.

 

He earned a Bachelor of Arts in Political Science from Antioch College and a Juris Doctor (with honors) from the University of Washington.

 

Currently the chair for the Board of Governors for Antioch University, Howard is dedicated to civic engagement. He and his wife also founded a nonprofit organization, Education Access Network, which prepares high school students who cannot afford college preparation classes for the SAT and ACT exams, and helps them through the application process.

 

Emeritus board member: 2020-2022

HOWARD'S INSIGHTS

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