Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Portland

Roles

  • Client Services

Nick Rodwick

Client Service Associate

(Pronouns: he/him/his)

As a Client Service Associate, Nick works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Nick is able to provide our clients with worry-free solutions to some of their daily stressors.

Nick is a U.S. Marine Corps veteran who brings analytical expertise, leadership, and a strong customer service background to Coldstream. He’s a curious, motivated learner committed to ongoing personal and professional growth. Before joining Coldstream, he was a Client Services Associate at Cable Hill Partners. In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility.

MOST TREASURED THING I OWN

My Great-Grandfather’s lucky ring and pocketknife.

ONE PIECE OF ADVICE

If you’re going to be anything, be curious and open to learning.

HOBBIES

Nick spends much of his free time with family and with his animals – which include two cats and two ferrets. He also enjoys spending time with friends, playing Dungeon & Dragons, baking and experimenting with new recipes, and attending public festivals such as Pridefest and Snackfest.