Insights
Team: Wealth Management
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kim Rosenberg
Kim is a Team Lead and Wealth Manager in Portland. Under Kim’s leadership, a focus is placed on delivering high-caliber strategy, advice, and service to individuals and families with complex wealth management needs. She uses her expertise in integrating financial planning with investment advice to source and evaluate investments in public and private markets, providing [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to families, individuals and business owners for over 30 years. Kevin has a personal approach and is committed to helping our team members and clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive [...]
November 23, 2021
Ken Hallack
(Pronouns: he/him/his) As a Client Team Operations Manager, Ken oversees Client Service Associate functions. Serving as a supervisor and mentor, he works closely with new Client Service Associates during their training process. Ken is also a liaison for our systems to ensure that our team is ready and able to satisfy the financial needs of [...]
November 23, 2021
Katie Quick
(Pronouns: she/her/hers) Katie’s years of experience as a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner gives her the expertise to dive into all aspects of one’s financial life to develop and maintain a meaningful, comprehensive financial plan. With a strong commitment to advocacy and education, Katie approaches wealth management with a focus on efficiency, creativity, [...]
November 23, 2021
Katie Berntson
(Pronouns: she/her/hers) As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their [...]
November 23, 2021
Katelyn Spangler
With 10 years of experience in private wealth management, Katelyn specializes in creating tailored financial plans for busy parents and corporate executives. Understanding their demanding schedules, she simplifies complex wealth planning and provides clear, actionable steps to help clients take control of their financial futures. As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, Katelyn’s direct [...]
November 23, 2021
Josh Harris
As President of M&A, Josh is responsible for setting firm-wide standards geared towards ensuring the families we serve have a positive client experience. As a Wealth Manager he is highly involved in integrating his clients’ initial financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management. He is consistently [...]
November 23, 2021
Jordan Lau
As a Senior Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan [...]
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