firstname.lastname@example.org | 206.466.6202
As Portfolio Manager, EJ is responsible for collaborating with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards and trading client accounts. As a Relationship Manager, he also continues working directly with families. Continuing to have a hand in daily client work helps keep his perspective grounded in the client experience, which unquestionably helps keep our investment approach practical.
Prior to joining Coldstream, EJ was a Co-Founder at Paracle Advisors. In 2004, the wealth management landscape was focused primarily on serving the needs of ultra-high net worth clients. There was a gap in service between what those with moderate wealth were receiving, compared to those with massive wealth. EJ along with co-founders Josh Harris and Anne Marie Stonich combined to form a firm with the goal to better serve families with more moderate wealth, focusing on providing financial planning first, and allowing that planning to drive investment decisions.
Throughout his career, EJ has enjoyed getting to know a wide variety of people and understanding how his job can help families meet their unique financial goals. Exploring possibilities and putting all the pieces of the financial puzzle together is extremely rewarding work. EJ believes the best moments are when clients exclaim, “this financial stuff finally makes sense!”
“The best part of being on our team is having a genuine desire to help families that have trusted us to serve them. While there are many different skills and styles amongst our team members, a desire to help people is a unifying element for our entire team.”
A 1955 Baldwin baby grand piano.
Don’t try to prove that you are smart by communicating complexity. Rather, speak in the simplest and most accessible terms that you can, recognizing that simplifying a complex topic is the greatest mark of intelligence.
I try to keep up with my family’s many activities. I dragged them out mountain biking for years, and now they let me tag along.