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Insights

Team: Team McCracken

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October 10, 2022

Jessica Winters

(Pronouns: she/her/hers) As a Client Service Associate, Jessica 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, Jessica provides our clients with worry-free solutions to some of their daily stressors. Prior to joining Coldstream, Jessica [...]

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June 13, 2022

Alisoune Lee

(Pronouns: she/her/hers) As a Wealth Management Associate, Alisoune ensures your comprehensive financial picture is in focus. Alisoune works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Alisoune enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts [...]

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February 9, 2022

Jordan Travis

As a Senior Client Service 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 [...]

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February 1, 2022

Austin Gormley

As a Senior Client Service Associate, Austin aids clients with time sensitive tasks and processes client directed requests. In working closely with Client Services Associates and Relationship Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of.  Austin’s close attention to detail and execution of daily tasks provides our [...]

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November 24, 2021

Vonie Bright

With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single [...]

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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 [...]

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November 23, 2021

Rachel McCracken

Rachel brings over 20 years of experience in private wealth management and management consulting to serve her clients. She has worked in the role of investment professional for a diverse group of clients ranging from entrepreneurs, Fortune 500 CEOs, and family estates. As a Wealth Manager, Rachel works hand in hand with Coldstream’s Portfolio Management [...]

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November 22, 2021

Chris Chung

Chris joined the Coldstream team after interning for two years as a Research Analyst at the Rainier Group, Inc. Previously, he was a personal English tutor for international students and helped American high schoolers prepare for the SAT. At Coldstream, he provides support in trading and allocating assets in client portfolios. He performs due diligence [...]

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November 22, 2021

Becky Wilcox

Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading.  She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream.  She joined Rainier Group as the Director of Portfolio Management and [...]

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