
Our Team
Meet Our Team

Teams
- Coldstream Capital Partners
Locations
- Bellevue
Roles
- Wealth Strategy Group
Glen White
Coldstream Capital Partners | Technical Lead – Strategic Advisory
Glen’s expertise is in taxation and the financial / legal structures of corporate ownership. Glen has served in leadership roles in the various companies he has worked for. He has also served as an external consultant for other companies. Glen’s operational and management titles have ranged from department manager to COO and his experience spans across finance, taxation, operations, H/R, and technology.
As an analyst and consultant, Glen has experience working directly with many U.S. companies and has coordinated the firm’s analyst staff serving hundreds more. Glen is passionate about helping clients and team members achieve their goals. He presents a unique ability to see the big picture, break down what is needed to get results, and support its execution.
Glen obtained a B.S. degree in Financial Planning and Counseling from Brigham Young University and a M.S. in Taxation from Golden Gate University. He is registered with FINRA as a Broker-Dealer Financial and Operations Principal and holds, or has held, other professional designations and licenses from the financial services industry associations and their regulatory bodies. Glen is
the managing member of the independently held Concenza, LLC, providing top-shelf directors to select private company boards.