Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Portland

Roles

  • Client Services

Katie Devranos

Client Service Associate

As a Client Service Associate, Katie creates and maintains streamlined client experiences as part of our Centralized Client Services team. She serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services team serves as our clients’ advocates, dedicated to relieving their daily stressors. Katie understands the important role she plays in our client relationships and the level of detail needed to maintain and deepen those relationships.

Katie Devranos joined Coldstream in 2024, bringing almost ten years of experience in the investment industry with her. Most recently, she served as a Client Associate in Arnerich Massena’s Portfolio Administration team. She also previously worked as a Client Service Associate for Newport Advisory and as an Operations Assistant for Cambridge Trust Company.

Katie holds a Bachelor of Arts in English Literature and Language from California Polytechnic University, Pomona.

THE MOST TREASURED THING I OWN

Journals that I’ve written over the years, starting in middle school. As an adult they’ve helped me connect with and visit those different versions of myself.

ONE PIECE OF ADVICE

Stay curious and open-hearted and learn to let go of the things you can’t control.

HOBBIES

Reading, writing, cooking, hiking, yoga and working with rescue horses.