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.”

Agriculture & Farming

Commercial Real Estate

Investment Management

Coldstream Wealth Management

Roger Reynolds

Vincent Lee

Cfp® David McIntosh

Becky Wilcox Cfa, Frm

Matt Sonnen

Sim Bajaj

Malinda Top

Alexandra Lambert

Tara McDonald

Scott Szeman

Cfp® Katie Berntson (Mietus)

James Walsh

Aams® James L. Moore Cmfc®

Ian Curtiss

David Powers

Bryan Carr

Erika Yelle

Alison Hudders

The Portfolio Management Team at Coldstream Wealth Management is responsible for constructing, monitoring, and adjusting investment portfolios to meet the unique financial goals of high net-worth clients. This team works collaboratively to conduct financial analysis, manage risk, and implement strategic asset allocation, ensuring optimal performance and alignment with client objectives.

Portfolio Management Team

Wealth Management Team

Client Services

Portfolio Management Team

About

Team members

Other teams at Coldstream Wealth Management

Wealth Management Team

Client Services