Insights
Role: Client Services
June 3, 2022
Michelle McGlasson
As a Client Service Associate, Michelle aids clients with time sensitive tasks and client directed requests. In working closely with Client Services Associates and Wealth Managers, she ensures the administrative aspects of a client’s comprehensive wealth plan are implemented. Michelle’s close attention to detail and execution of daily tasks provides our clients with worry free [...]
March 31, 2022
Eric Newman
After graduating from Gonzaga University with a Bachelor of Business Administration, Eric began his financial career at Coldstream. Having concentrated his undergraduate degree in finance, Eric quickly knew he wanted to work directly with clients and help them get their financial picture into focus. Eric was drawn to Coldstream and our approach of enhancing people’s [...]
February 9, 2022
Jordan Travis
As a Wealth Management Associate, Jordan works closely with clients to execute the timely day-to-day tasks that arise. Jordan understands how busy our clients’ lives can be. He works to create worry-free solutions aimed at alleviating any stress that can come with managing your daily finances. Jordan also works closely with Wealth Managers to ensure [...]
February 1, 2022
Wendy Holden
Wendy joined the Coldstream Holdings family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Throughout the years, Wendy has been an important member of the team and has branched out into her newest role as a Client Services Associate. Wendy’s prior experience in scheduling client [...]
February 1, 2022
Jennifer Harrison
As a Client Team Operations Manager, Jennifer oversees the client experience on Team Fitzwilson and works with the team to implement new processes and procedures. Jennifer works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. She enjoys building personal relationships with the families we serve and understanding their short [...]
November 24, 2021
Tristan Mohn
(Pronouns: he/him/his) As a Client Service Manager on our Centralized Client Service team, Tristan creates and maintains streamlined client experiences. He serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Client Service Managers serve as our clients’ advocates, dedicated to relieving their daily stressors. Tristan [...]
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
Michelle Decaire
As a Client Team Operations Manager, Michelle oversees the client experience on Team Cervantes and works with the team to implement new processes and procedures. Michelle came to Coldstream with 12 years of experience in administration and client services work. She studied at the University of Washington (Go Dawgs!) where she earned a Bachelor of [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
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