Insights
Location: Portland
August 2, 2024
Katie Hollway
As a Wealth Management Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions. She came to Coldstream in 2024, bringing more [...]
July 30, 2024
Shelly Kapoor
As Client Team Operations Manager, Shelly oversees the operations department of Team Rae in Coldstream’s Portland office. She works across teams to create, manage, and execute project plans for internal operations initiatives and works closely with the Client Services team to continue optimizing our client experience. She is responsible for training the Operations Associates on [...]
July 1, 2024
Bryan Shipley
Bryan Shipley serves as Chief Investment Officer at Coldstream Holdings, Inc., and as an Investment Advisor as part of our Endowments and Foundations service. Bryan values the independent, diligent, and forward-looking perspective that are the underpinnings of a truly strong investment process. He is passionate about finding the opportunities that only come from persistent, thorough, [...]
July 1, 2024
Danielle McDonald
As Integration Manager, Danielle combines expertise in systems and processes with a powerful ability to build relationships and connect with people. With her skills in organization, collaboration, and integration, she can guide seemingly disparate projects and departments into a cohesive and effectively functioning whole. Danielle joined Coldstream in 2024 with more than ten years of [...]
July 1, 2024
Glen Goland
As Wealth Manager, Glen Goland brings his detailed understanding of the wealth planning landscape and combines it with a personal approach to crafting long-term financial plans, providing his clients with the peace of mind that comes from knowing that they are building a lasting legacy. He brings specialized expertise in financial planning, including estate, wealth [...]
July 1, 2024
Julie Florence
As Senior Client Service Associate, Julie works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to delivering consistent, timely, and accurate service with personal care and attention. Julie joined Coldstream in 2024, bringing more than 20 years of investment industry experience with her. Most recently, she served for eight [...]
July 1, 2024
Jillian Perkins
Jillian Perkins applies a combination of over 25 years of investment knowledge and experience along with her creative skill to tell the firm’s story through a variety of communication media. She brings extensive brand strategy, public relations, and content creation experience, and is driven by a passion for organizing information and bringing complex concepts to [...]
July 1, 2024
Peg Terry
As Senior Operations Associate, Peg develops and implements best practices regarding systems and processes, working closely with the Client Service team to provide exceptional client experiences. She brings together a systemic perspective with a human outlook, building solutions that make use of human strengths while overcoming human error to deliver information that truly serves the [...]
July 1, 2024
Reegan Rae
Reegan Rae brings big-picture perspective to her role as a Coldstream Team Lead. She understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. Reegan also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and values and [...]
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