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Emily is a Client Services Associate 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.
My Polaroid camera and film. There’s something so gratifying about capturing unique photographs with my Polaroid. Even when the photographs come out a little funky, each one is a great memory!
Don’t be afraid to ask questions! Asking questions can help to think about a scenario holistically, alleviate potential errors, and find a well-suited solution.
My hobbies outside of work include gardening, ice skating, and traveling. I used to be a competitive figure skater when I was younger and am applying those same skills to roller skating. One day I hope to travel to all seven continents. I am also an alumna of the Sigma Kappa Sorority and volunteer with the Alzheimer’s Association.