Insights
Role: Wealth Manager
November 24, 2021
Rich Merrifield
(Pronouns: he/him/his) Bringing over two decades of technical skills in asset selection and portfolio management, Rich brings a unique perspective to the Coldstream team. A strong proponent of comprehensive financial planning with considerable focus applied to tax strategy and investment portfolio construction, Rich loves the challenge of a complex financial plan. Before joining Coldstream, Rich [...]
November 23, 2021
Rachel McCracken
Rachel grew up in a single parent household where there was zero career guidance and no financial education. After she became a mother, Rachel got serious about her career and learned about personal financial management for the first time. Once she sat in her first finance class for her MBA, she fell in love with [...]
November 23, 2021
Noel Sanchez
As an Associate Wealth Manager, Noel is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
November 23, 2021
Mark Rosenbaum
With deep roots in the wealth management industry, Mark Rosenbaum has helped clients achieve their financial goals for close to 45 years in the areas of life insurance, financial planning, and investment management. He has a broad understanding of planning and strategies necessary for both his business and individual clients. Mark routinely addresses inter-generational planning, [...]
November 23, 2021
Kyle Larson
As a Wealth Manager, Kyle is the primary point of contact for the families he serves, responsible for maintaining a proactive, ongoing relationship. He helps to identify and achieve their financial goals over time. Additionally, he helps to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all [...]
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kim Rosenberg
As a Wealth Manager in our Portland-NE office, Kim focuses on delivering high-caliber strategy, advice, and service to individuals and families with complex wealth management needs. She uses her expertise in integrating financial planning with investment advice to source and evaluate investments in public and private markets, providing clients with diversified and tax-effective alternatives. Kim [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to families, individuals and business owners for over 30 years. Kevin has a personal approach and is committed to helping our team members and clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive [...]
November 23, 2021
Katie Quick
(Pronouns: she/her/hers) Katie’s years of experience as a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner gives her the expertise to dive into all aspects of one’s financial life to develop and maintain a meaningful, comprehensive financial plan. With a strong commitment to advocacy and education, Katie approaches wealth management with a focus on efficiency, creativity, [...]
Loading...