
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.