Insights
Location: Mercer Island
November 22, 2024
Cade Hampson
As a Wealth Management Associate, Cade aids clients with time sensitive tasks and processes client-directed requests. Cade makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
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 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 strategies [...]
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 [...]
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 [...]
March 20, 2024
Victor Burgos
As an Associate Portfolio Manager, Victor works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. He enjoys identifying emerging trends within the industry and in the global markets. Victor also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]
November 15, 2023
Daniel Hill
As a Senior Wealth Management Associate, Daniel works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Daniel gets your financial picture into focus and helps create a [...]
October 5, 2023
Janice Dsilva
(Pronouns: she/her/hers) As a Wealth Management Associate, Janice aids clients with time sensitive tasks and processes client-directed requests. Janice is part of the client service team in Mercer Island and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure and take care of the administrative [...]
May 1, 2023
Kim Kerr
As a Client Service Associate, Kim 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, Kim is able to provide our clients with worry free solutions to some of their daily stressors. Kim attended [...]
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