Ian Lung

As a Client Services Associate, Ian works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Ian works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Ian is intentional, process driven, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.

Ian graduated from Seattle University and earned his Bachelor of Arts in Business Administration with a specialization in Finance. Prior to joining Coldstream, Ian worked for Pacific Northwest Research Institute (PNRI) as a Clinical Research Assistant. He worked on three different child diabetes research studies while simultaneously pursuing his degree in Finance. Ian’s switch to wealth management will finally allow him to utilize the knowledge gained during his undergraduate.

MOST TREASURED THING I OWN

My San Francisco Giants baseball cap. I’m not a huge baseball fan, but it holds sentimental value. It was a gift passed down from my grandfather to my father and now to me. It brings back good memories of the baseball games my dad took me to throughout my childhood.

ONE PIECE OF ADVICE

“Nothing worth doing is ever easy.” Theodore Roosevelt said that, and those words ring true when I reflect on many of the most personally gratifying experiences in my life. I find those experiences gratifying because I was persistent and never gave up.

HOBBIES

In my free time I enjoy every aspect of creating digital media. I like producing video/films, working on the sound design, to even creating music and film scores.