Our Team

Meet Our Team

Glen White

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.

Recent Article Contributions

  • February 13, 2024

    New Federal Reporting Requirement for Beneficial Ownership Information

    Overview: A new reporting requirement has gone into effect as of January 1, 2024, that will affect small entities operating in the US – including most corporations, LLC’s, and partnerships established by individuals for estate and financial planning purposes. Affected entities will be required to disclose their Beneficial Owners’ Information (“BOI”) to the Financial Crimes [...]

    Glen White
    Contributions from: Glen White
  • December 12, 2022

    The Latest on the Washington State Capital Gains Tax (Retroactive to 1/1/22)

    The Washington Capital Gains Tax drama continues. Earlier this year the Douglas County Superior Court held the tax unconstitutional, and the State of WA appealed to the Supreme Court. While the Supreme Court will hear arguments next month, the State of WA asked for, and received, a stay on the Superior Court’s decision. So, until [...]

    Glen White
    Contributions from: Glen White
  • August 30, 2021

    Planning for Oregon’s New State Taxes

    KEY INSIGHTS Residents of Portland, Oregon, and the surrounding area (within Multnomah County) have two new income taxes effective January 1st, 2021: The Metro Tax is a 1% personal income tax on income over $125K for single filers and $200K for joint filers. The Multnomah County Tax is 1.5% on income over $125K for single [...]

    Ian CurtissGlen WhiteVince Lee
    Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC, Glen White, Vince Lee, CFP®, CPA