Insights
Location: Portland
November 23, 2021
Emily Richardson
(Pronouns: she/her/hers) As a Senior 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 [...]
November 23, 2021
Darin Sevier
As an Associate Portfolio Manager, Darin works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. Darin enjoys identifying emerging trends within the industry and in the global markets. He also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]
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