David Janec, FRM, is a Wealth Manager at Coldstream, specializing in portfolio management, investment strategy development, and risk management. With nearly 20 years of experience in the financial services and investment industry, David previously held roles as Senior Investment Advisor at Arnerich Massena and Vice President and Senior Investment Strategist at Wells Fargo Private Bank. They earned a Bachelor of Arts in political science from Skidmore College and are a certified Financial Risk Manager, as well as a current FINRA Series 65 holder. David is dedicated to building trust-based client relationships while pursuing their passion for travel and sports, especially through family activities.
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