Bryan Carr, CFA, currently serves as a Portfolio Manager at Coldstream Wealth Management, where responsibilities include managing client portfolios and providing economic and market analysis for over 250 clients with $400 million in AUM. As a subject matter expert on equity and fixed income investments, Bryan contributes to various investment committees and chairs the ESG Committee. Prior experience includes a role as Senior Research Analyst at Pacific Portfolio Consulting, LLC, where Bryan led ESG initiatives and developed investment rating criteria. Previous positions at CTC | myCFO and GW Capital involved client engagement, investment portfolio management, and performance reporting. Bryan holds a Bachelor of Arts in Finance and International Business Studies from Portland State University.