Insights
Location: Bellevue
November 23, 2021
Karla Renne
As a Client Service Associate on the Centralized Client Services team, Karla creates and maintains streamlined client experiences. She works closely with new Client Service Associates on Wealth Management teams and provides training on Coldstream’s client experience standards. Karla serves as an expert resource for our internal systems, processes and procedures, and interfacing with our [...]
November 23, 2021
Jordan Lau
As an Associate Wealth Manager, Jordan 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. [...]
November 23, 2021
Joe Cervantes
Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]
November 23, 2021
Jeff Skall
Jeff joined Coldstream and Ascent Capital in 2016 and has over 30 years of real estate experience. With his first job as a commercial real estate appraiser, Jeff has a strong foundation in real estate and understanding all of the factors that influence value. Jeff spent almost 15 years with Weyerhaeuser Real Estate Company and [...]
November 23, 2021
James Walsh
With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in [...]
November 23, 2021
Howard Coleman
Howard serves as Coldstream’s chief legal General Counsel and as a Managing Director with Coldstream’s Fund Management team. With a varied background, Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Howard focused on securities related litigation and regulatory issues [...]
November 23, 2021
Hilary M. Clark
(Pronouns: she/her/hers) Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service. A compassionate and sincere self-starter, Hilary joined Coldstream in [...]
November 23, 2021
Gunnar Ildhuso
As a Wealth Manager, Gunnar provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, [...]
November 23, 2021
Glen White
Glen’s expertise is in taxation and the financial / legal structures of corporate ownership. Glen has served in leadership roles in the various companies he has worked for. He has also served as an external consultant for other companies. Glen’s operational and management titles have ranged from department manager to COO and his experience spans [...]
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