Making the client experience as smooth and enjoyable as she can is Kristi’s goal here at Coldstream. She manages the team for lead Joe Cervantes and works directly with their clients to ensure their needs are fully met.
Kristi brings a strong investment and financial services background to Coldstream. She previously worked as a Portfolio Manager in Milwaukee and Seattle. She also has worked as a Director of Research, Financial Analyst, and an Intelligence Analyst in the Washington Army National Guard. Kristi earned a pair of Bachelor's degrees and an MBA from the University of Washington and she is a CFA® charterholder.
Kristi has 2 children, Zachary and Corinne, and a Standard Schnauzer named Henry. Kristi’s son is a Boatswain’s Mate in the Coast Guard and her daughter is at the University of Alabama. Kristi’s hobbies include running, rowing, disc golf, baking, knitting, and truffle making.
Don't cry because it's over, smile because it happened. ― Dr. Seuss.