Elizabeth Anderson

(Pronouns: she/her/hers)

As a WSG Analyst, Elizabeth works closely with the Chief Wealth Strategist to support the continued development of our Wealth Strategy Group (WSG) resources across the firm. She conducts research and collaborates with WSG sub-committee members to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning strategies. Her focus on data driven results and analytical mindset is undeniably valuable to WSG and Coldstream as a whole.

Elizabeth graduated from the University of Denver with a Bachelor’s degree in Finance and a minor in Business Analytics. She began her professional career with FTI Consulting on their TMT team, specializing in Media & Entertainment. Elizabeth spent two years based in their Los Angeles office, primarily focusing on business transformation, growth, and supporting across various sectors. Elizabeth looks forward to launching her career in wealth management at Coldstream, and supporting our firm in delivering an exceptional client experience.

THE MOST TREASURED THING I OWN

My teacup poodle Bentley

HOBBIES

I love skiing, horseback riding, reading, and spending time with family and friends.