Coldstream Wealth Management | Meet the Team
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OUR TEAM

We work in dedicated teams to best serve our clients, so we only hire team players:

people who are the best and brightest at what they do but always put your success first.

 

Our six client service teams are organized by the first and last name of the team lead, as follows:

 

Team JC – Joe Cervantes, Rich Merrifield     Team EH – Elaine Heller     Team RR – Roger Reynolds

Team GP – George Pierce, Elaina Shemeta     Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee

Team MP – Mark Pellegrino, Norman (Skip) Bell, Rachel McCracken, Becky Wilcox

OUR TEAM

We work in dedicated teams to best serve our clients, so we only hire team players:

people who are the best and brightest at what they do but always put your success first.

 

Our six client service teams are organized by the first and last name of the team lead, as follows:

 

Team JC – Joe Cervantes, Rich Merrifield  

  Team EH – Elaine Heller    

Team RR – Roger Reynolds

Team GP – George Pierce, Elaina Shemeta    

Team KF – Kevin Fitzwilson, Kurt Biederman, Vince Lee

Team MP – Mark Pellegrino, Norman (Skip) Bell, Rachel McCracken, Becky Wilcox

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  • Team EH
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  • Team MP
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  • Investment Strategy Group
  • Management
  • Ascent Capital
  • Bellevue 100
  • Bellevue 500
  • Seattle

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®.

Interested in joining
the Coldstream team?

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.