Katie Devranos

As a Client Service Associate, Katie works closely with Team Rae’s Wealth Managers to process client-directed requests and serve as a liaison between Wealth Managers, custodians, and clients. She focuses on active communication with clients to provide guidance, process requests, and resolve inquiries with accuracy and excellent service.

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.