Location: Seattle

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 [...]

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(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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