Eric Newman

After graduating from Gonzaga University with a Bachelor of Business Administration, Eric began his financial career at Coldstream. Having concentrated his undergraduate degree in finance, Eric quickly knew he wanted to work directly with clients and help them get their financial picture into focus. Eric was drawn to Coldstream and our approach of enhancing people’s lives by simplifying complex financial concepts.

As a Client Services Associate, Eric aids clients with time sensitive tasks and processes client directed requests. In working closely with Wealth Management Associates and Relationship Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of.  Eric’s dedication to enhancing the client experience provides our clients with worry free solutions to some of their daily stressors.

MOST TREASURED THING I OWN

A photo album my parents put together for me after graduation. They reached out to many of my friends and family, and collected a variety of pictures, notes, and stories to put in this album. Reading through it always makes me thankful that I have such amazing people around me.

ONE PIECE OF ADVICE

Setting long-term financial goals can help you take control of your finances but can also be a daunting task. I always advise family and friends to start with the big picture financial goals and break them into smaller attainable ones. Before you know it, you’ll make visible strides to financial security.

HOBBIES

I love outdoor activities including hiking, mountain biking, skiing, and fly fishing. I also enjoy CrossFit and watching Gonzaga basketball. Go Zags!

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management 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.