Insights
Role: Client Services
November 22, 2024
Cade Hampson
As a Client Service Associate, Cade works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington State [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Client Service Associate, Jocelyn 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, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors. Jocelyn [...]
October 2, 2024
Kellie Smith
As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience. As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful management [...]
August 29, 2024
Henry LeMaster
(Pronouns: he/him/his) As a Senior Client Service Associate, Henry aids clients with time sensitive tasks and processes client-directed requests. Henry makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
August 2, 2024
Katie Hollway
As a Wealth Management Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions. She came to Coldstream in 2024, bringing more [...]
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 [...]
July 30, 2024
Shelly Kapoor
As Client Team Operations Manager, Shelly oversees the operations department of Team Rae in Coldstream’s Portland office. She works across teams to create, manage, and execute project plans for internal operations initiatives and works closely with the Client Services team to continue optimizing our client experience. She is responsible for training the Operations Associates on [...]
July 1, 2024
Julie Florence
As Senior Client Service Associate, Julie works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to delivering consistent, timely, and accurate service with personal care and attention. Julie joined Coldstream in 2024, bringing more than 20 years of investment industry experience with her. Most recently, she served for eight [...]
July 1, 2024
Katie Devranos
As a Client Service Associate, Katie creates and maintains streamlined client experiences as part of our Centralized Client Services team. She serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services team serves as our clients’ advocates, dedicated to relieving their daily stressors. [...]
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