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Hans is Coldstream’s Analyst and works side-by-side with our Chief Investment Officer in leading the Investment Strategy Group (ISG). As a member of ISG, he monitors current model portfolios as well as conducts research in order to make recommendations for improvements to the models. He provides investment related support for advisory teams by helping answer client questions, creating the quarterly investment decks, and contributing to other thought pieces relevant to the investment strategies we pursue.
Hans believes the most rewarding aspect of working in wealth management is making a difference in our clients’ lives. He enjoys getting down to the “why” of things, problem solving, and analyzing the drivers behind the financial decision-making process.
With a strong willingness to continue learning and growing, Hans is currently working towards his Certified Financial Analyst certification. He hopes to become a stronger member of ISG and continue seeking out new investment ideas to bring to the table.
I can easily say soccer is my favorite sport to play and watch. I was thrilled when the Sounders finally became part of MLS, and I try to attend as many Sounders matches as possible. I also enjoy biking, hiking, snowboarding, and skimboarding.