Alex Eppard

As a WSG & ISG Administrator, Alex supports Coldstream’s Wealth Strategy and Investment Strategy Groups by coordinating meetings, managing internal resources & processes, and facilitating communication across wealth management teams. Alex conducts research to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. His focus on data driven results and analytical mindset is undeniably valuable to WSG, ISG, and Coldstream as a whole.

Alex graduated from the George Mason University with a Bachelor’s of Science degree in Finance. He began his professional career in the mortgage industry, spending nearly seven years at a leading mortgage corporation. During this time, Alex held roles in IT, Compliance, and Internal Team Administration, building a strong foundation in operational processes and cross-functional team support. Following this, he transitioned into the insurance and financial planning sector with a nationally recognized firm, expanding his expertise in client services and financial solutions. Alex looks forward to continuing his career in wealth management at Coldstream and supporting our firm in delivering an exceptional client experience.

THE MOST TREASURED THING I OWN

The most treasured thing I own is an old acoustic guitar a family member gifted me over 20 years ago.

ONE PIECE OF ADVICE

Meet people where they are, not where you want them to be. It makes all the difference in building trust and bringing truly personalized service.

HOBBIES

Photography, Guitar, Hiking