Insights
Location: Bellevue
November 22, 2021
Cynthia Rux
(Pronouns: she/her/hers) As an Account Manager, Cynthia is responsible for client risk management portfolios, risk review, and recommendations. She has extensive knowledge in flood insurance, family office, and excess casualty. Cynthia is also a Chubb Insurance certified account executive and prides herself on craftsmanship and exceptional client service. With 15 years of client-facing customer service [...]
November 22, 2021
Corey Dallas
As Portfolio Manager, Corey is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Corey is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Corey enjoys identifying emerging trends within the [...]
November 22, 2021
Colby Stirrat
From navigating financial complexities to thoughtful planning, Colby thrives on helping individuals and families take control of their financial journeys – collaboratively. As a Wealth Manager with a passion for tailored strategies, he crafts personalized financial plans that both empower clients in their decision-making process and turn life’s uncertainties into opportunities. He earned his Bachelor [...]
November 22, 2021
Chris Blakeslee
Chris joined Coldstream in the Spring of 2012 with over 12 years of experience in the commercial banking and the private lending industry. Chris received his formal credit training from Bank of America and leveraged that into various founder and leadership roles in two Pacific Northwest-based real estate funds. An innovative and achievement-oriented leader, Chris [...]
November 22, 2021
Alison Hudders
As Director of Marketing, Alison is responsible for the development and management of our marketing strategy and Coldstream brand. With over 20 years of marketing experience, she brings an extensive knowledge of the full marketing lifecycle. She drives the creation of integrated marketing and communications programs for both internal and external audiences. Prior to joining [...]
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