Insights
Team: Wealth Management
November 22, 2021
Corey Dallas
As an Associate Portfolio Manager, Corey works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Corey 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. Corey enjoys identifying emerging trends [...]
November 22, 2021
Colby Stirrat
Colby Stirrat is an Associate Wealth Manager on Team Cervantes. He started at Coldstream as a Private Client Services Administrator, after spending several months in Merrill Lynch’s financial advisor development program! Colby graduated from Gonzaga University where he earned a Bachelor of Business Administration with concentrations in finance and marketing. During his time at Merrill [...]
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 [...]
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 [...]
November 22, 2021
Anne Marie Stonich
(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this [...]
November 22, 2021
Alexandra Lambert
(Pronouns: she/her/hers) With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. [...]
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