Insights
Location: Mercer Island
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 23, 2025
Marina Cigledy
As a Senior Client Service Associate, Marina works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Marina’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Marina is able to provide our clients with [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. Carolyn [...]
November 22, 2024
Cade Hampson
As a Client Service Associate, Cade works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington State [...]
November 11, 2024
Daniel Yeung
As a Portfolio Manager, Dan is responsible for constructing long-term and strategic portfolios and determining asset allocation framework for clients. As a member of Coldstream’s investment strategy group, Dan engages in macroeconomic research, setting the firm’s asset allocation targets and sourcing and monitoring investment managers in both alternative and traditional asset classes. Dan enjoys getting [...]
October 2, 2024
Kellie Smith
As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience. As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful management [...]
March 25, 2024
Sherrill Klaver
As a Senior Client Service Associate, Sherrill aids clients by providing worry free solutions to some of their daily stressors. She works closely with Wealth Management Associates and Wealth Managers to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of, processing client-directed requests and time sensitive tasks. Sherrill is detail [...]
January 30, 2024
Chloe Cannon
(Pronouns: she/her/hers) As a Portfolio Administrator, Chloe works closely with Team Paracle’s Portfolio Manager and Wealth Management team to develop and process portfolio trades, auditing client portfolios to ensure investment strategies are properly implemented and maintained. She also takes on ad hoc research projects and participates in our Investment Strategy Group, with a special interest [...]
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