As a Portfolio Administrator, Chloe works closely with Team Paracle’s Portfolio Manager and Wealth Management team to develop and process portfolio trades, ensuring portfolio targets are maintained. She also takes on ad hoc research projects and audits client portfolios. Chloe works diligently with the trading team to streamline firm-wide trading processes. Chloe brings an analytical bent and relentless curiosity to Coldstream.
Chloe holds a bachelor’s degree in music from Fort Lewis College in Colorado, and has earned her SIE, Series 7 and 63 certifications. She has been in the finance industry for over 12 years, having worked at Summit Wealth Group as a registered investment representative for 9.5 years. Previously, Chloe worked as a registered rep and a licensed banker at Charles Schwab and Chase Bank. Her prior work experience has helped foster significant knowledge in key areas, including financial planning, investments, and administration.
MOST TREASURED THING I OWN
My daughter’s high school graduation cap, on top of which she recreated Van Gogh’s The Starry Night with oil pastels for her ceremony. It’s beautiful.
ONE PIECE OF ADVICE
Challenge yourself; keep the mind and body flexible; change is courageous.
I love abstract painting, studying language and philosophy, yoga, paddleboarding with my rescue frug, hiking, e-biking, and adventures in vegan cooking and dining.