Insights
Location: Bellevue
April 22, 2026
Ken Liang
Pronouns (he/him/his) Ken Liang is a Staff Accountant based in our Bellevue office. He supports the finance team across a range of accounting functions, including accounts payable, reconciliations, and financial reporting processes. In his role, Ken focuses on maintaining accuracy, supporting efficient day-to-day operations, and contributing to a smooth and timely close process. Ken has [...]
March 24, 2026
Anthony Higgins
As a Wealth Management Associate, Anthony focuses on ensuring your comprehensive financial picture is in focus. Anthony 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 on our client’s lives is undeniable. Through his proactive nature, Anthony aims [...]
March 3, 2026
Maddox Boyce
(Pronouns: he/him/his) As a Client Service Associate, Maddox 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, Maddox is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
February 10, 2026
Manny Batalla
As a Compliance Officer, Manny focuses on upholding firm standards in ethics and regulatory compliance, in alignment with the firm’s business strategy and operations. He supports the firm’s regulatory compliance program with a focus on regulatory integrity, operational efficiency and practical risk management. Manny is excited to continue his financial career at Coldstream and work [...]
January 7, 2026
Mary Brooks
(Pronouns: she/her/hers) As a Client Service Associate, Mary 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, Mary is able to provide our clients with worry-free solutions to some of their daily stressors. Prior to [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
October 7, 2025
Ken Lin
Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Ken works with our [...]
August 11, 2025
Annie Heller
(Pronouns: she/her/hers) As a Client Service Associate, Annie works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Annie works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Annie is [...]
June 26, 2025
Tony Vowles
As a Client Service Associate, Tony 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, Tony is able to provide our clients with worry-free solutions to some of their daily stressors. Tony graduated from Gonzaga [...]
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