Thanh Evoniuk

Associate Wealth Manager at 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.

Location

Portland, United States

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