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Insights

Location: Portland

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January 24, 2023

Kate Brown

(Pronouns: she/her/hers) Kate is the Office Administrator for our Portland, Oregon office. Kate plays a large role in the client experience and loves interacting with clients – she is the first person to greet you with her warm demeanor. Kate provides a tremendous amount of support to team members in our Portland office, working closely [...]

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January 24, 2023

Benji Spector

(Pronouns: he/him/his) As a Client Service Associate, Benji serves as a liaison between our Wealth Planners, Portfolio Manager, custodians, and clients. Benji works closely with Team Rosenbaum’s Portfolio Manager to accomplish time sensitive tasks and processes client-directed requests. Benji looks forward to building his knowledge and experience so that he can eventually trade and make [...]

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July 8, 2022

Alex Pear

(Pronouns: she/her/hers) As a Senior Client Service Associate, Alex works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Alex’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, Alex is able to provide [...]

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November 24, 2021

Thanh Evoniuk

(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Thanh (pronounced “Tawn”) works closely with advisors to collect and analyze financial data in order to develop customized financial plans that empower our clients to reach their goals. Thanh provides ongoing support to clients and works with the firm’s other departments to deliver tailored solutions. Thanh’s background [...]

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November 23, 2021

Mark Rosenbaum

Mark Rosenbaum’s roots in the wealth management industry and in helping clients achieve their financial goals run deep with almost 45 years of experience in life insurance, financial planning, and investment management.  He has a broad understanding of planning and strategies necessary for his business and individual clients.  He routinely addresses inter-generational planning, retirement income [...]

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November 23, 2021

Kim Rosenberg

Kim Rosenberg is a Wealth Manager on Team Rosenbaum at Coldstream. She regularly meets with clients and maintains close client relationships to help them pursue their financial goals and take control of the future. Kim maintains her commitment to serve high net worth clients and business owners on comprehensive wealth management, including financial planning, retirement [...]

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November 23, 2021

Katie Quick

(Pronouns: she/her/hers) Katie believes a great financial plan begins by understanding the complexities surrounding one’s financial life. Her experience as a CERTIFIED FINANCIAL PLANNER™ allows her to ask questions that may have been previously overlooked for a comprehensive, holistic approach. With a passion for advocacy and education, she strives to approach client relationships with efficiency, [...]

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November 23, 2021

Katelyn Spangler

With 10 years of experience in private wealth management, Katelyn specializes in creating sophisticated financial plans for her clients. As an Associate Wealth Manager and CERTIFIED FINANCIAL PLANNER™  professional, she helps prepare for and navigate the unexpected setbacks and opportunities in our clients’ lives, by providing approachable action steps that empower them and instill confidence [...]

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November 23, 2021

Emily Richardson

(Pronouns: she/her/hers) As a Client Service Specialist, Emily creates and maintains streamlined client experiences. She works closely with new Client Service Associates and provides training on Coldstream’s client experience standards. Emily serves as an expert resource for our internal systems, processes and procedures, and interfacing with our external custodians. Our Client Service Associates serve as [...]

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