Coldstream Wealth Management
0 followers
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 t... Read more
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Roger Reynolds
President of the Board of Directors, Co-Founder
Roger Reynolds
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Alison Hudders
Director Of Marketing
Erika Yelle
Chief Compliance Officer
Bryan Carr
Portfolio Manager
David Powers
Portfolio Manager
Ian Curtiss
Wealth Manager
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Portfolio Manager
Cfp® Katie Berntson (Mietus)
Wealth Manager
Tara McDonald
Director Of Human Resources
Alexandra Lambert
Client Team Operations Manager
Malinda Top
Centralized Client Service Manager
Matt Sonnen
Chief Operating Officer
Becky Wilcox Cfa, Frm
Wealth Manager
Cfp® David McIntosh
Wealth Manager
Vincent Lee
Wealth Manager
Brandon McAuslen
Portfolio Administrator
Calm Qi
Associate Portfolio Manager
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