Dedicated Team

As a Coldstream client you are served by a Relationship Management Team providing honest, professional, and steadfast care to you and your family and to the legacy you wish to create.  Your team is comprised of a Relationship Manager, Portfolio ManagerWealth Planner and Private Client Services Associate.

Under the leadership of our Corporate Team, support from our talented Operations group and the direction of our experienced Investment Strategy Group your Relationship Management Team works side by side with you to implement a plan to help you achieve your objectives.  Furthermore, our Coldstream affiliates, Ascent Capital, Genesee Investments and FIT Insurance serve as resources for our team and you.