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A Seattle native from the Beacon Hill neighborhood, Erika joined Coldstream in September of 2002 after 15 years with a local self-clearing brokerage firm managing the Operations division. Originally joining as Director of Operations and internal hedge fund accounting, Erika quickly began to enhance and expand her skills. Now serving as Chief Compliance Officer, she focuses on upholding firm standards in ethics and regulatory compliance, in alignment with the firm’s business strategy and operations. Erika has a Bachelors of Arts degree in Business Administration from the University of Washington and is an IACCP® Investment Adviser Certified Compliance Professional.
Always dedicated to the community and helping others, Erika continues to be involved in non-profit work both in and out of Coldstream. Erika lives in Maple Valley and enjoys spending time with her husband and three children.
My mom’s baking supplies – cookie cutters, measuring spoons, baking sheets. They remind me of her time spent baking with my children, and her favorite macadamia nut butter cookies!
Compliance is about rules, regulations, and risk, but I find it helpful to offer a bit of grace at times, as we are all human. Remember it’s also about building relationships.
With three active children at home, my main hobby has been being their cheerleader in school, baseball, fastpitch, soccer, basketball, volleyball and so much more. As a family we enjoy participating in all types of sporting activities, camping and traveling. I am an avid practitioner of Yoga and Pilates.