Insights
Location: Seattle
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
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 [...]
November 23, 2021
Rachel McCracken
Rachel grew up in a single parent household where there was zero career guidance and no financial education. After she became a mother, Rachel got serious about her career and learned about personal financial management for the first time. Once she sat in her first finance class for her MBA, she fell in love with [...]
November 23, 2021
Elaina Shemeta
With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them. A CERTIFIED FINANCIAL [...]
November 22, 2021
Chris Chung
Chris joined the Coldstream team after interning for two years as a Research Analyst at the Rainier Group, Inc. Previously, he was a personal English tutor for international students and helped American high schoolers prepare for the SAT. At Coldstream, he provides support in trading and allocating assets in client portfolios. He performs due diligence [...]
November 22, 2021
Becky Wilcox
Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and [...]
November 22, 2021
Alexandra Lambert
(Pronouns: she/her/hers) With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. [...]
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