Insights
Location: Seattle
October 10, 2022
Jessica Winters
(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 13, 2022
Alisoune Lee
(Pronouns: she/her/hers) As a Wealth Management Associate, Alisoune ensures your comprehensive financial picture is in focus. Alisoune works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Alisoune enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts [...]
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 [...]
March 25, 2022
Bill Vipond
Bill Vipond is an independent contractor with Coldstream as a Business Development Officer. Currently Bill is the founder and President of the Vipond Group, a company located in the Pacific Northwest that specializes in the development, marketing, sale, leasing, and acquisition of commercial real estate. Bill has been active in the commercial real estate arena [...]
February 9, 2022
Jordan Travis
As a Senior Client Service Associate, Jordan works closely with clients to execute the timely day-to-day tasks that arise. Jordan understands how busy our clients’ lives can be. He works to create worry-free solutions aimed at alleviating any stress that can come with managing your daily finances. Jordan also works closely with Wealth Managers to [...]
February 1, 2022
Austin Gormley
As a Portfolio Administrator, Austin works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Austin is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Austin brings an analytical bent and relentless curiosity to Coldstream. Austin [...]
November 24, 2021
Vonie Bright
With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single [...]
November 24, 2021
Tristan Mohn
(Pronouns: he/him/his) With experience in the hospitality industry, Tristan excels in customer service and handling a multitude of client requests. He holds a BA of Business Administration with a focus in Finance and a Minor in Economics from Western Washington University. Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the [...]
November 24, 2021
Sim Bajaj
(Pronouns: she/her) Sim’s experience in the registered investment advisor (RIA) industry began over 10 years ago and ranges across multiple departments. She enjoys servicing high net worth individuals and families with complex needs and providing simplified solutions. Sim aims to develop long-term relationships with clients and assist with their wealth management, financial planning, and tax [...]
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