Coldstream Wealth Management
Bethany Purkapile is a seasoned professional in wealth management and client relations with a diverse background in financial services. Currently serving as a Senior Wealth Management Associate at Coldstream since May 2025, Bethany has previously held positions including Relationship Manager at Cable Hill Partners and Participant Education Specialist at Sloy Dahl & Holst Inc. Early career experience includes roles as a Sales Analyst and Staff Assistant at The Standard, where Bethany began as an Administrative Assistant. Bethany holds a Bachelor of Arts degree in Political Science and Psychology from the College of Saint Benedict and Saint John’s University, with a focus on Public Policy and Child Development.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”