Calum Latham, JD

(Pronouns: he/him/his)

As a Client Service Associate, Calum works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Calum is able to provide our clients with worry-free solutions to some of their daily stressors.

Calum earned his bachelor of arts from Xavier University and holds his Juris Doctor (J.D.) from the University of Oregon School of Law. Calum began working in the wealth management industry in 2024 and looks forward to continuing his financial career at Coldstream, helping the clients we serve. Calum has earned his FINRA Series 6 & 63 licenses, and his SIE and Life and Health certifications.

THE MOST TREASURED THING I OWN

Peloton

ONE PIECE OF ADVICE

One Day, One Brick, One Percent Better.

HOBBIES

Soccer, Hiking, Books, Peloton