Location: Portland

As a Client Service Associate, Katie works closely with Team Rae’s Wealth Managers to process client-directed requests and serve as a liaison between Wealth Managers, custodians, and clients. She focuses on active communication with clients to provide guidance, process requests, and resolve inquiries with accuracy and excellent service. Katie Devranos joined Coldstream in 2024, bringing [...]

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Thomas (Arthur) Coyne, Coldstream ISG Analyst, applies intellect and diligence to developing strategic and tactical investment strategies based on in-depth research and analysis of capital markets. Arthur joined Coldstream in 2024; his investment industry experience spans more than 30 years, most recently as Senior Research Analyst for more than 15 years at Arnerich Massena, leading [...]

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Matt Sampson prides himself on ensuring his clients are in tune with the ever-changing wealth planning and investment landscape. As a Wealth Manager, Matt provides clients with investment guidance and advises in financial planning areas such as equity compensation, retirement, strategic gifting, tax planning, and exit strategy planning. He develops customized, in-depth analysis of each [...]

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Melody Behnke applies her vivacious personality and extraordinary discipline from more than 25 years in the Armed Forces to deliver unparalleled service to her clients, building personal relationships so that she can craft investment programs uniquely tailored to their objectives. Melody joined Coldstream in 2024, bringing with her financial services industry experience that spans more [...]

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As an Associate Portfolio Manager, Nick works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Nick is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Nick enjoys identifying emerging trends [...]

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(Pronouns: she/her/hers) As a Wealth Management Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, [...]

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David Janec is focused on building client relationships based on trust and understanding. As a Wealth Manager, he provides clients with portfolio management, investment strategy development, risk management, fiduciary education, and governance support, while specializing in multi-asset allocation and quantitative investment strategies. He is a listener first and is driven by learning about what is [...]

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Ryland Moore, Business Development Officer and Wealth Manager for Coldstream, has a passion for building connections and serving a greater good. His love for forging genuine relationships makes him a natural in helping people achieve their goals, whether focused on investing, philanthropy, finances, or other life pursuits. He joined Coldstream in 2024, bringing with him [...]

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(Pronouns: she/her/hers) As a Client Service Associate, Kate works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kate is able to provide our clients with worry-free solutions to some of their daily stressors. Kate attended [...]

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