Insights
Location: Portland
July 1, 2024
Peg Terry
As Senior Operations Associate, Peg develops and implements best practices regarding systems and processes, working closely with the Client Service team to provide exceptional client experiences. She brings together a systemic perspective with a human outlook, building solutions that make use of human strengths while overcoming human error to deliver information that truly serves the [...]
July 1, 2024
Reegan Rae
Reegan Rae brings big-picture perspective to her role as a Coldstream Team Lead. She understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. Reegan also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and values and [...]
July 1, 2024
Katie Devranos
As a Client Service Associate, Katie creates and maintains streamlined client experiences as part of our Centralized Client Services team. She serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services team serves as our clients’ advocates, dedicated to relieving their daily stressors. [...]
July 1, 2024
Arthur Coyne
Thomas (Arthur) Coyne, Coldstream ISG Analyst, applies intellect and diligence to developing strategic and tactical investment strategies based on in-depth research and analysis of capital markets. Arthur joined Coldstream in 2024; his investment industry experience spans more than 30 years, most recently as Senior Research Analyst for more than 15 years at Arnerich Massena, leading [...]
July 1, 2024
Matt Sampson
Matt Sampson prides himself on ensuring his clients are in tune with the ever-changing wealth planning and investment landscape. As a Wealth Manager, Matt provides clients with investment guidance and advises in financial planning areas such as equity compensation, retirement, strategic gifting, tax planning, and exit strategy planning. He develops customized, in-depth analysis of each [...]
July 1, 2024
Melody Behnke
Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients, building personal relationships so that she can craft investment programs uniquely tailored to their objectives. Melody joined Coldstream in 2024, bringing with her financial services industry experience that spans more [...]
July 1, 2024
Nick Buckley
As an Associate Portfolio Manager, Nick works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Nick is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Nick enjoys identifying emerging trends [...]
July 1, 2024
Yvette Weisend
(Pronouns: she/her/hers) As a Wealth Management Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, [...]
July 1, 2024
David Janec
David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]
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