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 nature, Alannah aims to anticipate client needs and works to create worry-free solutions for tasks that arise.

Prior to Coldstream, Alannah worked in wealth management as an associate advisor working directly with clients for over 3 years at Brighton Jones. Alannah attended the University of Washington and earned her Bachelor of Science in Economics. Alannah holds her FINRA Series 65 license. Alannah is excited to work with our clients to help them achieve their financial goals.

THE MOST TREASURED THING I OWN

My Siamese cat, Jiji.

ONE PIECE OF ADVICE

It is crucial to listen to your clients and ask questions to better understand their emotions, needs and goals. That way you can tailor any recommendations/responses in a way that resonates with them the most and helps them feel supported.

HOBBIES

I enjoy yoga, pilates, cooking, trying new restaurants, traveling, and photography.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.