Insights
Team: Wealth Management
September 23, 2024
Scott Schuler
Responsible for client engagement, fund and manager research, as well as client portfolio construction and optimization, Scott brings an analytical bent of mind and relentless curiosity to Coldstream. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, as well as manager sourcing and due [...]
August 29, 2024
Henry LeMaster
(Pronouns: he/him/his) As a Senior Client Service Associate, Henry aids clients with time sensitive tasks and processes client-directed requests. Henry makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth [...]
August 2, 2024
Katie Hollway
As a Wealth Management Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions. She came to Coldstream in 2024, bringing more [...]
July 30, 2024
Will Cunningham
As a Client Service Associate, Will 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, Will is able to provide our clients with worry free solutions to some of their daily stressors. Will attended [...]
July 30, 2024
Shelly Kapoor
As Client Team Operations Manager, Shelly oversees the operations department of Team Rae in Coldstream’s Portland office. She works across teams to create, manage, and execute project plans for internal operations initiatives and works closely with the Client Services team to continue optimizing our client experience. She is responsible for training the Operations Associates on [...]
July 1, 2024
Bryan Shipley
Bryan Shipley serves as Chief Investment Officer at Coldstream Holdings, Inc., and as an Investment Advisor as part of our Endowments and Foundations service. Bryan 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, [...]
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 role as a Coldstream Team Lead. She understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. Reegan also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and values and [...]
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