Jillian Perkins

Jillian Perkins applies a combination of over 25 years of investment knowledge and experience along with her creative skill to tell the firm’s story through a variety of communication media. She brings extensive brand strategy, public relations, and content creation experience, and is driven by a passion for organizing information and bringing complex concepts to life.

Jillian joined Coldstream in 2024, having most recently served as Arnerich Massena’s Director of Communications. She previously served in the roles of Communications Manager, Editor, and Senior Staff Writer, and brings additional experience in project management and curriculum development.

Jillian Perkins graduated magna cum laude with a Bachelor of Arts from Southern Oregon University. She currently serves on the Events Committee for Portland Women in Investment Management and has served on the Plan Sponsor Council of America’s (PSCA) Education & Communication Committee. She has volunteered with Rock the Street, Wall Street, delivering investment and financial literacy education to girls at Grant High School.

THE MOST TREASURED THING I OWN

My beautiful cottage home and garden in Northeast Portland, which has a unique spirit and character, and is a wonderful refuge for me and my family.

ONE PIECE OF ADVICE

Some things cannot be measured with numbers. Sometimes the most valuable and important things are beyond the quantifiable and outside of what can be objectively accounted for.

HOBBIES

I am a quiet homebody and spend my free time reading, doing yoga, gardening, running, playing ukulele, and pondering life’s mysteries.

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.