Chris Judy retired in December 2014. We appreciate his nine plus years of service as a Portfolio Manager and Relationship Manager, and his significant technical expertise as a member of our Investment Strategy Group (ISG).
Renee Hawkes joined Roger Reynolds’ team in November as a Wealth Planner. Renee brings to Coldstream over 19 years of experience in tax, financial, and estate planning. She began her career in a regional accounting firm, helping high net worth individuals plan for liquidity events, execute estate plans, and compliance related to the same. She has also served as Director of Fiduciary Services and Director of Wealth Management at Berntson Porter & Company, PLLC in Bellevue. Renee earned her degree from Gonzaga University, is a Certified Public Accountant (CPA), and is affiliated with the AICPA and East King County Estate Planning Council.READ MORE