Insights
Team: Wealth Management
December 24, 2024
Carolyn Grabiel
(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. [...]
November 22, 2024
Cade Hampson
As a Wealth Management Associate, Cade aids clients with time sensitive tasks and processes client-directed requests. Cade makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
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 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 [...]
October 2, 2024
Kellie Smith
As a 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 strategies [...]
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 Wealth Management 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 other 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 Senior 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 [...]
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