Danielle McDonald

As a Client Team Operations Manager, Danielle oversees the client experience and works with the Portland-NE team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Danielle creates meaningful relationships with our clients to ensure customized financial plans reflect your aspirations for the future.

Danielle joined Coldstream in 2024 with more than ten years of experience in the finance industry, most recently as Director of Operations for Arnerich Massena. Prior experience also includes working as Relationship Manager and Business Development Specialist at M Financial Group.

Danielle earned a bachelor’s degree in international studies with a focus on international business from the University of Oregon.

THE MOST TREASURED THING I OWN

Fun fact: I enjoy collecting antique teacups. One of my most recent finds is an 1897 teacup from Queen Victoria’s Diamond Jubilee. It’s beautiful and I love having a little bit of history in my cupboard.

ONE PIECE OF ADVICE

Get curious! Curiosity in the workplace can help you to have an open mind, learn from others, and understand not just the how, but the why. Some of my favorite professional opportunities have come out of genuine curiosity and willingness to ask questions.

HOBBIES

I love to travel and experience new things. I am always thinking of my next adventure! I’m also a new, first-time mom so I’m looking forward to finding ways to include my daughter in adventures with my husband and my very adorable/crazy Corgi, Oliver.

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.