Insights
Team: Wealth Management
October 7, 2025
Alex Eppard
As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data [...]
October 7, 2025
Jose Ramos
As a Senior Client Service Associate, Jose 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, Jose is able to provide our clients with worry-free solutions to some of their daily stressors. Jose attended Gonzaga [...]
October 7, 2025
Ken Lin
Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Ken works with our [...]
August 11, 2025
Annie Heller
(Pronouns: she/her/hers) As a Client Service Associate, Annie works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Annie works closely with 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 taken care of. Annie is [...]
August 11, 2025
Bryce Fitzwilson
(Pronouns: he/him/his) As a Client Service Associate, Bryce 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, Bryce is able to provide our clients with worry-free solutions to some of their daily stressors. Bryce brings [...]
June 26, 2025
Tony Vowles
As a Client Service Associate, Tony 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, Tony is able to provide our clients with worry-free solutions to some of their daily stressors. Tony graduated from Gonzaga [...]
June 3, 2025
Hannah Collette
As a Client Service Associate, Hannah works side-by-side with Wealth Management Associates and Managers to manage client accounts. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Hannah is able to provide our clients with worry-free solutions to some of their daily stressors. Originally from the Pacific [...]
June 3, 2025
C.J. McRae
(Pronouns: he/him/his) As a Client Team Operations Manager, C.J. oversees the client experience in our SW Portland office and works with the team to implement new processes and procedures. He also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. C.J. creates meaningful relationships with our clients to ensure [...]
June 3, 2025
Bethany Purkapile
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Bethany works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. Bethany focuses on building trusted relationships by understanding each client’s unique financial dynamics and priorities. She [...]
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