Becky Wilcox Cfa, Frm

Becky Wilcox, CFA, FRM, serves as a Wealth Manager at Coldstream Wealth Management since April 2017. Prior experience includes roles as Director of Portfolio Management at The Rainier Group from April 2014 to April 2017, and Director at Freestone Capital Management from June 2002 to April 2014. Additional roles include Bond Analyst at GE Financial Assurance, Summer Associate at Lehman Brothers, and various positions at Oliff & Berridge, PLC, and Wells Fargo Advisors. Becky Wilcox holds an MBA in Finance from the UW Foster School of Business and a Bachelor of Arts in Humanistic Studies from McGill University.

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