Our Team

Meet Our Team

Teams

  • Team DAS
  • Team Reynolds

Locations

  • Bellevue

Roles

  • Client Services

Jake Karavias

Client Service Associate

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

Jake holds his bachelor’s in business administration with a focus in finance from Washington State University. Prior to joining Coldstream, Jake worked at a mortgage firm in Bellevue, WA as an Assistant Processor. His experience with prioritizing projects, handling a long task list, and communicating directly with clients made him a perfect fit for this role. Jake looks forward to working directly with the individuals and families we serve.

MOST TREASURED THING I OWN

The personal computer I built when I graduated high school. It still works to this day!

ONE PIECE OF ADVICE

Take control of your finances and have a plan to achieve your goals. You’ll feel empowered when tackling big life decisions knowing your financial plan is in place.

HOBBIES

I’m a huge fan watching Seattle sports and enjoy staying active. Some of my other hobbies include being out on the water, hiking, golfing, and playing board games.