Reegan Rae, CPWA®

Reegan Rae brings big-picture perspective to her role as a Coldstream Team Lead. She understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. Reegan also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and values and become intentional about building their legacy plans.

She brings with her more than 17 years of experience in the investment advisory industry. Before joining Coldstream in 2024, she served as Co-CEO, Managing Principal, and Senior Investment Advisor at Arnerich Massena, and previously as a registered principal and member firm relationship manager for M Holding Securities (the broker-dealer of M Financial Group) and as financial advisor for AXA Advisors.

Reegan Rae earned her Bachelor of Science from the University of Oregon. She is a current FINRA Series 65 license holder and former FINRA Series 7, 66, and 24 license holder. She has also held insurance licenses in Oregon and Washington. Ms. Rae has earned her Certified Private Wealth Advisor ^® (CPWA^®) designation, an advanced credential created specifically for wealth advisors who work with high-net-worth individuals and families that provides training in the development of strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth to the next generation strategically.

Reegan has served on the Board of the Oregon Museum of Science and Industry (OMSI), and on the Board of Trustees and as chair of the Investment Committee for The Oregon Ballet Theatre, and has been a member of YPO (Young Presidents’ Organization) since 2018.

Reegan Rae was awarded the 2023 Sandra K. McDonough Place With No Ceiling Leadership Award by the Portland Metro Chamber, and was named a 2023 InvestmentNews Diversity, Equity, and Inclusion See It, Be It Role Model award winner. She was a Portland Business Journal Forty Under 40 honoree in 2019; the Forty Under 40 honors young professionals for outstanding leadership in their careers and compelling community involvement. Additionally, she was also in the Portland Business Alliance’s Leadership Portland Class of 2017, a program developing upper-level business leaders to work together to positively impact the community.

THE MOST TREASURED THING I OWN

Vintage Coats, costume jewelry and silver service from my Grandmothers – I love anything vintage!

ONE PIECE OF ADVICE

A very talented colleague I worked with recently had her second baby and decided not to return from maternity leave. I felt so honored to be her manager and live the values of our firm by recognizing and supporting her as a working parent. If things change; my door is always open. That’s how we can support keeping women in this industry and closing the gender gap. Flexibility is key.

HOBBIES

Gardening, sharing great food and wine with treasured friends and family, early morning workouts with my tribe, pickleball with my kids and husband in our backyard on the weekends.