Chloe Cannon

(Pronouns: she/her/hers)

As a Portfolio Administrator, Chloe works closely with Team Paracle’s Portfolio Manager and Wealth Management team to develop and process portfolio trades, auditing client portfolios to ensure investment strategies are properly implemented and maintained.  She also takes on ad hoc research projects and participates in our Investment Strategy Group, with a special interest in Private and Alternative Investments. 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 as a registered investment representative for over 12 years, previously having worked at the same firm in Colorado for almost 10 years. Her prior work experience has helped foster significant knowledge in key areas, including investment strategies, trading, 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.

HOBBIES

I love abstract painting, studying language and philosophy, yoga, paddleboarding with my rescue frug, hiking, e-biking, and adventures in vegan cooking and dining.