Caitlin Lee

(Pronouns: she/her/hers)

As a Senior Client Service Associate, Caitlin aids clients with time sensitive tasks and processes client-directed requests. Caitlin makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Caitlin is detail-oriented, organized, and committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

Caitlin earned her bachelor’s degree in finance from Portland State University. Caitlin started her career in financial services in 2020 and quickly found her passion for helping clients achieve their goals. Before joining Coldstream, she was a Senior Client Service Associate at Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. She has extensive experience with customer service and enjoys connecting with people. Caitlin enjoys learning new things and is excited to grow her skillset.

MOST TREASURED THING I OWN

My Dr. Martens Collection

ONE PIECE OF ADVICE

Dream it. Believe it. Achieve it.

HOBBIES

In her free time, Caitlin loves being active and trying new experiences. She is a spin instructor and enjoys both road and trail running. She is a Portland local and loves exploring all the beautiful PNW has to offer. After a long active day, Caitlin likes to unwind with friends and try new restaurants.