Insights
Team: Wealth Management
September 18, 2023
James Moore
As a Wealth Manager, Jim provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Jim enjoys turning complex financial advice into easy-to-understand guidance. Finances can [...]
August 24, 2023
Dina Liening
As a Senior Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans [...]
May 1, 2023
Kim Kerr
As a Client Service Associate, Kim 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, Kim is able to provide our clients with worry free solutions to some of their daily stressors. Kim attended [...]
February 22, 2023
Heather Hamamoto
As an Associate Wealth Manager, Heather is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She 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. [...]
January 24, 2023
Kate Brown
(Pronouns: she/her/hers) As a Senior Client Service Associate, Kate works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kate is able to provide our clients with worry-free solutions to some of their daily stressors. Kate [...]
January 24, 2023
Benji Spector
(Pronouns: he/him/his) As a Portfolio Administrator, Benji works closely with Portfolio Managers to develop and process portfolio trades. He also collaborates to construct investment commentary. Benji is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Benji brings an analytical bent and relentless curiosity to Coldstream. Benji [...]
December 8, 2022
Danielle Uemura
As a Wealth Management 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 other 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 [...]
November 8, 2022
Jay Winston
As an Associate Wealth Manager, Jay 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. [...]
October 10, 2022
Jessica Chambers
(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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