David Janec, FRM®

David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is important to his clients despite having such broad knowledge around portfolio construction and investment acumen.

David joined Coldstream in 2024, bringing with him more than 20 years of financial services and investment experience. He previously served as Senior Investment Advisor at Arnerich Massena, as Vice President and Senior Investment Strategist at Wells Fargo Private Bank, as Portfolio Manager with Salient Partners, and as an Investment Specialist and Analyst at Forward Management.

David holds a Bachelor of Arts in political science from Skidmore College in Saratoga Springs, New York.

David Janec is a certified Financial Risk Manager (FRM) and a member of the Global Association of Risk Professionals. He is a current FINRA Series 65 license holder and former FINRA Series 63 and 7 license holder.

THE MOST TREASURED THING I OWN

Maybe it’s just my nostalgia talking, but what I’ve been treasuring most recently has been time! As my kids (and I) get older it becomes more and more apparent time is the most valuable thing any of us have. But also, my baseball card collection – everyone’s retirement plan looks different!

ONE PIECE OF ADVICE

Ask the question! So many meetings are made better by conversation and while we can read markets and trends, it’s harder to read minds! As much as I love the sound of my voice, yours is the one that should guide our conversations.

HOBBIES

I’ve always loved travelling and believe that putting yourself out of your comfort zone is a kind of superpower. I love experiencing new cultures and foods and I am excited to keep on adventuring. I am a big baseball fan (Go Giants!) and on a mission to visit all the MLB ballparks. I have a burgeoning hot sauce collection but in general prefer to collect experiences rather than things. Coaching my kids’ youth sports brings me a lot of joy, as does barbecuing with neighbors in the PNW summers!