Margaret Rettinger

As a Senior Client Service Associate, Margaret aids clients with time sensitive tasks and processes client-directed requests. Margaret makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Margaret is detail-oriented, organized, and committed to enhancing our clients’ lives by providing worry-free solutions to some of their daily stressors.

With over seven years of experience in financial services and a strong background in client relationship management, Margaret excels at building meaningful connections. Her warmth and positivity make her naturally approachable, and her genuine curiosity fuels a passion for helping clients achieve their unique goals. Before joining Coldstream, she was a Senior Client Service Associate at Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility. Margaret graduated with a bachelor’s degree in history from Furman University.

MOST TREASURED THING I OWN

Old, original photographs.

ONE PIECE OF ADVICE

Be curious.

HOBBIES

Still new to Portland, Margaret is eager to try all the restaurants on her ever-growing list and explore the beautiful outdoors of the Pacific Northwest. As a native of San Antonio, TX., Margaret loves her Spurs but can also be found at a Trailblazers game from time to time.