Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Seattle

Roles

  • Client Services

Will Cunningham

Client Service Associate

As a Client Service Associate, Will 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, Will is able to provide our clients with worry free solutions to some of their daily stressors.

Will attended Denison University and graduated with a bachelor’s degree in economics and a minor in philosophy. Prior to joining Coldstream, Will worked as a Teaching Assistant in the Department of Economics at Denison University and was the Head Tutor of both the Department of Economics and Department of Global Commerce. He also interned at Denison Edge’s Customer Experience Innovation Lab. Will looks forward to starting his financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

My National Parks Passport book with stamps from all the parks I have visited since I was eight years old.

ONE PIECE OF ADVICE

Every day is an opportunity to learn something new.

HOBBIES

In college I ran track and field and cross country, and I continue to make running an important part of my life. I enjoy going on runs to catch up with old high school teammates and participating in the All-Comers Summer Track Series in Shoreline on Wednesday nights. I also enjoy hiking in the beautiful Cascade Mountains and watching classic movies.