Ian Curtiss is an experienced wealth management professional with a strong background in financial advisory and planning. Currently serving as a Wealth Manager at Coldstream Wealth Management, Ian has held various roles including Senior Advisor and Advisor at Pathstone. Previous positions include Portfolio Administrator at Pacific Portfolio Consulting, LLC, and Financial Associate at Sovereign Wealth Advisors, Inc. Additionally, Ian has experience as Participant Service Lead and Plan Analyst at Northwest Plan Services, Inc. Ian holds a Bachelor of Arts in Financial Economics from Seattle Pacific University, earned between 2010 and 2014.
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