Insights
Team: Wealth Management
November 23, 2021
Frances Lee
Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and [...]
November 23, 2021
Eric Schuehle
After the 2009 market downturn, the financial marketplace was forever changed and so was Eric’s opinion of the industry. What changed? He wanted his work to focus on helping people versus selling a product. As an Associate Wealth Manager, Eric is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the [...]
November 23, 2021
Elaina Shemeta
With over 15 years of experience in the financial services space, Elaina specializes in client management and wealth planning. Her mission is to use her knowledge and resources to provide our clients with peace of mind, allowing them the freedom to enjoy the things in life that are most important to them. A CERTIFIED FINANCIAL [...]
November 23, 2021
Davis Karaica
Davis joined Coldstream in 2017, starting out as a Private Client Services Administration with a passion for the financial industry. His keen attention to detail and dedication towards clients made for an undeniably great fit on the team. With a “can do” attitude and the initiative to go above and beyond, Davis has been an [...]
November 23, 2021
David Powers
With 25 years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. 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. Prior to joining Coldstream, David [...]
November 23, 2021
David McIntosh
David grew up in a small town where his parents instilled in him and his brother the belief that they could achieve anything, regardless of their financial situation. They taught him the importance of hard work, listening to others, and always striving to improve. After college, David knew he wanted a career where he could [...]
November 23, 2021
David Bigelow
When David joined the firm, we gained a Wealth Manager full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what’s best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day. [...]
November 23, 2021
Darin Sevier
As an Associate Portfolio Manager, Darin works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. Darin enjoys identifying emerging trends within the industry and in the global markets. He also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]
November 22, 2021
Daniels Voyteshonock
Daniels’ passion for assisting high net worth clients find financial peace of mind is undeniable. His experience in the financial industry, accreditations, and thirst for continued learning is a testament to his passion that began quickly after graduating with his Bachelor of Arts in Finance and minor in Economics from the University of Oregon. Daniels [...]
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