Insights
Team: Wealth Management
March 21, 2025
Jack Gardner
As a Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his bachelor’s [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 23, 2025
Marina Cigledy
As a Senior Client Service Associate, Marina works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Marina’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Marina is able to provide our clients with [...]
January 17, 2025
Samra Meyer
As a Senior Client Service Associate of Coldstream Wealth Management, Samra works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Samra’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Samra is able [...]
January 9, 2025
Jay Guard
As a Wealth Manager, Jay provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. [...]
January 9, 2025
Jim Claypool
Jim has dual roles at Coldstream, as a Team Lead & Wealth Manager, he leads a growing and dedicated team of like-minded professionals who share his passion for helping clients achieve their financial goals. He specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. As a Team [...]
January 9, 2025
Erika Allen
As a Wealth Manager, Erika provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. She focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Erika enjoys turning complex financial advice into easy-to-understand guidance. As a [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
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