Emily is a Client Services Administrator II with experience working in the wealth management and investment industries. She serves as an engaging client liaison to provide operational support and communication to our clients. She loves working with clients to find solutions to complex problems. Emily’s energetic spirit also brings a sense of fun to our teams as the Chair of our Social Committee.
Emily originally joined Coldstream as a Research Analyst intern with the Investment Strategy Group (ISG) during the summer of 2018. She earned her bachelor’s degree in Economics from the University of Washington and studied business management for a semester at Tilburg University in the Netherlands. She holds the Series 65 and Series 7 licenses with Coldstream.
Her interests outside of work include gardening, ice skating, and travel. She was a competitive figure skater when she was younger and has hopes to travel to all seven continents someday. She is also an alumna of the Sigma Kappa Sorority and volunteers with the Alzheimer’s Association.