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Insights

Team: Team Cervantes

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March 22, 2023

Chris Holt

(Pronouns: he/him/his) As a Wealth Manager, Chris is responsible for maintaining a proactive, ongoing relationship with the families we service. His primary responsibilities on Team Cervantes are relationship management and holistic financial planning. Chris enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance. Chris holds a Bachelor of Arts in Communication [...]

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December 8, 2022

Danielle Uemura

As a Senior Client Service Associate, Danielle aids clients with time sensitive tasks and processes client-directed requests. Danielle makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]

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August 1, 2022

Ian Lung

As a Client Services Associate, Ian works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Ian 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 plan are taken care of. Ian is intentional, process [...]

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March 28, 2022

Calm Qi

As an Associate Portfolio Manager, Calm works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Calm is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Calm enjoys identifying emerging trends [...]

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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 [...]

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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 [...]

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November 23, 2021

Jordan Lau

As a Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan aims [...]

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November 23, 2021

Joe Cervantes

Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]

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November 23, 2021

Darren Ritchie

Responsible for asset allocation, security selection, and periodic rebalancing of client portfolios, Darren brings an analytical bent and relentless curiosity to Coldstream. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence.  Darren is currently Chair of ISG’s Private [...]

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