Insights
Team: Wealth Management
July 12, 2024
Rachel Lotzkar
As a Client Service Associate, Rachel 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, Rachel is able to provide our clients with worry-free solutions to some of their daily stressors. Rachel attended the University [...]
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
Julie Florence
As Senior Client Service Associate, Julie works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to delivering consistent, timely, and accurate service with personal care and attention. Julie joined Coldstream in 2024, bringing more than 20 years of investment industry experience with her. Most recently, she served for eight [...]
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
Katie Devranos
As a Client Service Associate, Katie works closely with Team Rae’s Wealth Managers to process client-directed requests and serve as a liaison between Wealth Managers, custodians, and clients. She focuses on active communication with clients to provide guidance, process requests, and resolve inquiries with accuracy and excellent service. Katie Devranos joined Coldstream in 2024, bringing [...]
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
Yvette Weisend
(Pronouns: she/her/hers) As a Senior Client Service Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most [...]
Loading...