Insights
Team: Wealth Management
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. Carolyn [...]
December 3, 2024
Olivia Johnson
(Pronouns: she/her/hers) As an Office Administrator, Olivia manages all front desk operations. Aside from greeting clients and visitors in our Seattle office, Olivia provides a tremendous amount of administrative support to our teams by processing new client and account paperwork, maintaining our database, coordinating time sensitive tasks, and facilitating the client appreciation gifting process. Olivia [...]
November 22, 2024
Cade Hampson
As a Client Service Associate, Cade 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, Cade is able to provide our clients with worry-free solutions to some of their daily stressors. Cade attended Washington State [...]
November 11, 2024
Daniel Yeung
As a Portfolio Manager, Dan is responsible for constructing long-term and strategic portfolios and determining asset allocation framework for clients. As a member of Coldstream’s investment strategy group, Dan engages in macroeconomic research, setting the firm’s asset allocation targets and sourcing and monitoring investment managers in both alternative and traditional asset classes. Dan enjoys getting [...]
October 16, 2024
Jocelyn Stephens
(Pronouns: she/her/hers) As a Client Service Associate, Jocelyn 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, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors. Jocelyn [...]
October 2, 2024
Kellie Smith
As a Senior Client Service Associate, Kellie is committed to delivering personalized service with every client interaction. Kellie’s thoughtful, analytical, and genuine approach builds a strong and invaluable client experience. As part of the client service team Kellie works closely with Wealth Management Associates and Wealth Managers in the administrative aspects of achieving successful 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 [...]
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