Team: Wealth Management

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 [...]

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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 [...]

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(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, [...]

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(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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(Pronouns: she/her/hers) As a Senior 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. [...]

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(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 [...]

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As a Senior 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 [...]

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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 [...]

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(Pronouns: she/her/hers) As a Wealth Management Associate, Jocelyn 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. Jocelyn received her Bachelor of Science [...]

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