Insights
Location: Seattle
July 30, 2024
Will Cunningham
As a Client Service Associate, Will 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, Will is able to provide our clients with worry free solutions to some of their daily stressors. Will attended [...]
March 20, 2024
Alicia Follmer
As a Senior Wealth Management Associate, Alicia 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, Alicia gets your financial picture into focus and helps create a [...]
November 9, 2023
Ashley Soares
(Pronouns: she/her/hers) As an HR Coordinator, Ashley provides tremendous support to HR team members in our Bellevue office. She collaborates closely with teams to manage client records, schedule client meetings, and plan client events. Ashley plays a key role in the client experience and loves interacting with them. Additionally, she keeps the office running smoothly [...]
October 3, 2023
Monica Tran
As an Operations Associate, Monica serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Monica recommends and implements best practices regarding systems and processes, working closely with our Client Service team and supporting [...]
August 9, 2023
Toni Mercer
As an Operations Lead, Toni manages and serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Toni recommends and implements best practices regarding systems and processes, working closely with our Client Service team, [...]
February 28, 2023
Garrett Dean
Pronouns: he/him As Operations Manager, Garrett oversees our operations department. He works across teams to create, manage, and execute project plans for our internal operations initiatives. Garret also works closely with our Client Service team to continue optimizing our client experience. He diligently trains the Operations Associates on his team to ensure they can maintain [...]
November 8, 2022
Jay Winston
As an Associate Wealth Manager, Jay is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
October 10, 2022
Jessica Chambers
(Pronouns: she/her/hers) As a Client Service Associate, Jessica 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, Jessica provides our clients with worry-free solutions to some of their daily stressors. Prior to joining Coldstream, Jessica [...]
June 7, 2022
Bryan Carr
As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique [...]
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