Insights
Location: Seattle
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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