Insights
Role: Wealth Manager
July 1, 2024
Bryan Shipley
In his work as Senior Portfolio Manager and Wealth Manager, Bryan Shipley values the independent, diligent, and forward-looking perspective that are the underpinnings of a truly strong investment process. He is passionate about finding the opportunities that only come from persistent, thorough, and meticulous research and understands both the broader economic landscape and the specific [...]
July 1, 2024
Glen Goland
As Wealth Manager, Glen Goland brings his detailed understanding of the wealth planning landscape and combines it with a personal approach to crafting long-term financial plans, providing his clients with the peace of mind that comes from knowing that they are building a lasting legacy. He brings specialized expertise in financial planning, including estate, wealth [...]
July 1, 2024
Reegan Rae
Reegan Rae brings big-picture perspective to her leadership of Team Rae in Coldstream’s Portland office. Reegan understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. She also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and [...]
July 1, 2024
Matt Sampson
Matt Sampson prides himself on ensuring his clients are in tune with the ever-changing wealth planning and investment landscape. As a Wealth Manager, Matt provides clients with investment guidance and advises in financial planning areas such as equity compensation, retirement, strategic gifting, tax planning, and exit strategy planning. He develops customized, in-depth analysis of each [...]
July 1, 2024
Melody Behnke
Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients, building personal relationships so that she can craft investment programs uniquely tailored to their objectives. Melody joined Coldstream in 2024, bringing with her financial services industry experience that spans more [...]
July 1, 2024
David Janec
David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]
July 1, 2024
Ryland Moore
Ryland Moore, Business Development Officer and Wealth Manager for Coldstream, has a passion for building connections and serving a greater good. His love for forging genuine relationships makes him a natural in helping people achieve their goals, whether focused on investing, philanthropy, finances, or other life pursuits. He joined Coldstream in 2024, bringing with him [...]
November 1, 2023
Kevin Peterson
As a Wealth Manager, Kevin is responsible for helping clients identify and achieve their financial goals. A seasoned professional in the financial industry with a career spanning over three decades, he has dedicated himself to the art and science of investment management and financial planning. Kevin’s core competency lies in helping successful individuals and families navigate [...]
October 2, 2023
Shane Payette
As a Wealth Manager, Shane works directly with families to identify and achieve their financial goals. He firmly believes a personalized approach is key to financial and investment planning in this technology-driven world. Shane brings over 35 years of expertise in private client wealth management and 401K plans. In 2001, he relocated from Canada to [...]
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