Coldstream Wealth Management
Thanh Evoniuk, CPA, serves as a Senior Wealth Management Associate at Coldstream Wealth Management, where responsibilities include developing client relationships, producing financial plans, and managing team workflows. Previous experience includes roles as a Wealth Management Associate and Financial Planning and Tax Associate, where Thanh conducted investment analysis and supported financial planning processes. Thanh possesses a strong educational background with a Master of Science in Finance and multiple degrees in Finance and Accounting from Portland State University, complemented by a Certificate in Organ Performance. Additional contributions include founding the Diversity and Inclusion Committee at Beta Alpha Psi and various internships in tax and accounting at Perkins & Co. and other firms.
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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.”