New Additions to the Team
Coldstream continues to grow in exciting ways, and we are proud to welcome seven new members to our team. Four of these newcomers will join our Private Client Services (PCS) teams. Rachel Borsini arrives to Coldstream from an independent financial planning and investment firm in Seattle. She holds a BA in Economics and Spanish Language and Literature from the University of Puget Sound. Formerly an interior designer, Lacey Lopez brings with her both a unique creative approach and over five years of finance experience. Most recently, Lacey worked with Merrill Lynch as a Client Associate. Brian Plowman joins us with five years of experience from Bank of America and a BA in Finance from Washington State University. Carrie Troy brings with her over 20 years’ experience in financial analysis and a BS in Mathematics from California State University, Northridge.