Samra Meyer

As a Client Service Specialist, Samra creates and maintains streamlined client experiences. She works closely with new Client Service Associates and provides training on Coldstream’s client experience standards. Samra serves as an expert resource for our internal systems, processes and procedures, and interfacing with our external custodians. Our Client Service Associates serve as our clients’ advocates and are dedicated to relieving their daily stressors. Samra understands the important role Client Service Associates play in our client relationships and the level of detail needed to deliver an amazing experience.

Samra earned her bachelor’s degree in accounting and a Certificate of International Studies in Business (CISB) from the Foster’s School of Business at the University of Washington. She is currently earning her master’s degree in management & consulting from UW as part of the Class of 2027. Prior to Coldstream, Samra spent two years as Tax Associate at PwC and worked as a Consulting Research Analyst at NewImpact, a Seattle Based Consulting startup. Samra worked at Harrison Berkman Claypool & Guard, PLLC, a family-focused CPA firm, and HBC Financial Services, PLLC, both of which merged into Coldstream in 2025.

MOST TREASURED THING I OWN

My collection of shot glasses from all the countries and states I’ve visited.

HOBBIES

In my spare time, I enjoy finding a new bakery, going to Discovery Park, medium sized concerts, traveling, and paddle boarding around Lake Union.