Jesse Sigrist

As a Wealth Management Associate, Jesse aids clients with high-priority tasks and processes client-directed requests. Jesse makes up part of the client service team and collaborates with Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are put into motion. Jesse is detail-oriented, organized, and committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

Jesse graduated from George Fox University with degrees in Financial Planning and Spanish. He joined Cable Hill Partners in 2022, starting his career in the financial planning world as an intern, working his way up to relationship manager. Jesse joined Coldstream in 2025, when Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. He holds his FINRA Series 65 license and is currently pursuing his Certified Financial Planner (CFP®) designation. Jesse’s desire to connect with people and know their stories fuels his thoughtful, personalized approach to financial planning. His curiosity and dedication to continuing learning make him a great fit for the work we do at Coldstream.

MOST TREASURED THING I OWN

A handcrafted piece of woodworking art made by my grandfather.

ONE PIECE OF ADVICE 

“Good things happen in your life when you surround yourself with positive people” – Roy T. Bennett

HOBBIES

Away from the office, Jesse can be found enjoying an evening at a Baseball game, attending a concert, traveling the world (ideally to a warm location), or exploring one of Oregon’s beautiful parks. Born and raised near Seattle, he loves the scenic landscape of his new home in Portland.