Insights
Location: Bellevue
April 30, 2025
Jacob Atkinson
Jacob is an Associate at Coldstream Capital Partners, a team specializing in investment banking advisory services which helps business owners successfully navigate complex financial transactions and achieve their strategic and financial objectives. As an Associate, Jacob plays a vital role in executing transactions, managing deal processes, and supporting client relationships. Jacob acts as a bridge [...]
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
March 21, 2025
Jack Gardner
As a Client Service Associate, Jack works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his bachelor’s [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Client Service Associate, Jocelyn works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors. Jocelyn [...]
September 23, 2024
Scott Schuler
Responsible for client engagement, fund and manager research, as well as client portfolio construction and optimization, Scott brings an analytical bent of mind and relentless curiosity to Coldstream. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, as well as manager sourcing and due [...]
July 12, 2024
Jesse Martorano
As a Compliance Associate, Jesse focuses on upholding firm standards in ethics and regulatory compliance, in alignment with the firm’s business strategy and operations. Jesse’s ability to multi-task along with his organizational skills make him a perfect fit for his role and overall, at Coldstream. Jesse holds his Juris Doctorate from Michigan State University College [...]
June 7, 2024
Erin Rottler
As a Client Service Associate, Erin works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Erin is able to provide our clients with worry-free solutions to some of their daily stressors. Erin attended Vancouver [...]
May 3, 2024
Elizabeth Anderson
(Pronouns: she/her/hers) As a WSG Analyst, Elizabeth works closely with the Chief Wealth Strategist to support the continued development of our Wealth Strategy Group (WSG) resources across the firm. She conducts research and collaborates with WSG sub-committee members to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning [...]
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