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    David Janec, FRM

    Wealth Manager at Coldstream

    Professional Background

    David Janec, FRM, is a well-established Wealth Manager and Investment Advisor with nearly 20 years of experience in the dynamic world of financial services and investment. His extensive career has cultivated a deep understanding of effective client relations grounded in trust and accountability. David specializes in portfolio management, investment strategy development, fiduciary education, and governance support, constantly striving to build individualized investment portfolios tailored to the unique needs of each client.

    David's career began in the asset management sector where he honed his skills as a portfolio manager at Salient Partners. This role was foundational in shaping his expertise in multi-asset class asset allocation and quantitative investment strategies. His tenure with Forward Management as an investment specialist and analyst in San Francisco further solidified his knowledge of manager research, risk management, and operational intricacies tied to both traditional and alternative asset classes.

    Upon relocating to Portland, Oregon, David transitioned into the wealth management sector. Here, he has successfully aided a wide array of clients including individuals, families, endowments, and foundations in navigating the complexities of investment management with his insightful strategy and dedicated guidance.

    Education and Achievements

    David Janec earned his Bachelor of Arts in Political Science from Skidmore College, a foundation that has fostered his analytical thinking and comprehensive understanding of market dynamics. His academic accomplishments, paired with practical experience, empower him to effectively communicate complex investment concepts to his clients, ensuring they are well-informed and comfortable with their investment choices.

    In terms of professional certifications, David is a certified Financial Risk Manager (FRM) and maintains a strong association with the Global Association of Risk Professionals. His professional credentials also include holding a current FINRA Series 65 license, which showcases his commitment to upholding regulatory standards while providing financial advisory services. In the past, he has also held the esteemed FINRA Series 63 and 7 licenses, adding to his qualifications in the financial advisement arena.

    Achievements

    Throughout his career, David Janec has been a vital asset to multiple prestigious organizations. His previous roles feature significant positions such as Senior Investment Strategist and Senior Vice President at Wells Fargo Private Bank, and Senior Investment Advisor at Arnerich Massena, Inc, where he was instrumental in strategy formulation and execution for high-net-worth clientele. Additionally, he served as an operations specialist at JPMorgan Chase/E*Trade Financial, where he sharpened his operational efficiency and client service acumen.

    David is passionate about his work and believes in delivering value through informed decisions. His ability to navigate complex investment landscapes has resulted in countless successful strategies that consistently align with his clients' financial goals. His understanding of diverse financial instruments allows him to recommend optimal asset allocations, providing a comprehensive approach to risk management for his clients.

    Outside of his professional commitments, David cherishes quality time with his family and embraces his love for travel, sports, and collecting baseball memorabilia with his kids. He is an avid follower of various sports teams, particularly his children's recreational soccer and baseball leagues. David has a personal goal of visiting every major league baseball stadium, a project he is enthusiastic about jointly revisiting with his children, enhancing family bonding experiences through shared adventures. He is also currently in the process of rebuilding his once-extensive baseball card collection, a pastime that reflects not only a sense of nostalgia but also the joy of shared interests within his family.

    Related Questions

    How did David Janec leverage his background in political science to inform his career in finance and investment management?
    What strategies does David Janec utilize to build and maintain trust-based relationships with his clients?
    How has David Janec's experience at Wells Fargo Private Bank and Arnerich Massena shaped his current approach to wealth management?
    In what ways does David Janec stay informed about market trends and asset allocation techniques?
    How does David Janec balance his professional career in wealth management with his personal interests in sports and family activities?
    David Janec, FRM
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    Location

    Portland, Oregon, United States