Coleman Pollard in

Coleman Pollard

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Founding Partner at Steelhead Wealth Management
📍 Greater Richmond Region, United States

Coleman W. Pollard is a certified Wealth Management Advisor with Northwestern Mutual, specializing in comprehensive financial planning for high-net-worth clients. He holds an MBA from the University of Richmond and multiple prestigious designations, including CFP®, CLU®, and CHFC®, underscoring his expertise in long-term financial security.

Outside of his professional work, Coleman maintains a strong connection to his alma mater, the University of Virginia. Based in the Richmond area, he is likely engaged with the local community and follows collegiate sports.

He holds a trifecta of advanced financial certifications (CFP®, CLU®, ChFC®) on top of his MBA.

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Experience
27 Years
Current Role
Founding Partner
Location
Greater Richmond Region, United States
Personality Overview

How Coleman shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Coleman cares about

Wealth Preservation
His practice is centered on helping clients protect and preserve their assets over the long-term, ensuring lasting financial security.
Economic Outlook
He actively shares content regarding Federal Reserve policies, inflation, and mixed economic signals, showing a keen interest in macroeconomic trends.
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Career

Work history

11-2025
Founding Partner
Steelhead Wealth Management
1-1999 - 11-2025
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1996 - 1999
MBA
University of Richmond
1991 - 1993
BS
University of Virginia
1991 - 1993
Bachelor of Arts
University of Virginia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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