Insights
Role: Client Services
March 21, 2025
Jack Gardner
As a Senior Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 17, 2025
Samra Meyer
As a Client Service Specialist, Samra creates and maintains streamlined client experiences. She works closely with new Client Service Associates and provides training on Coldstream’s client experience standards. Samra serves as an expert resource for our internal systems, processes and procedures, and interfacing with our external custodians. Our Client Service Associates serve as our clients’ [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Senior Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
November 22, 2024
Cade Hampson
As a Wealth Management Associate, Cade aids clients with time sensitive tasks and processes client-directed requests. Cade makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Wealth Management Associate, Jocelyn 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. Jocelyn received her Bachelor of Science [...]
October 2, 2024
Kellie Smith
As a 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 strategies [...]
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