Portland, OR SW Harrison St. Office

Alexandra Rosenberg is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation. Prior to her advisory role, she was involved with the Alpha Chi Omega Fraternity for four years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving a diverse client base including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients such as corporate executives and professional athletes. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Kimberly Rosenberg is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. She founded Kim Rosenberg Inc. in 2018 and has held roles at Thrive Transitions and Rosenbaum Financial Inc. in her career. Outside of financial advising, she owns a wholesale diamond business and manages a family-owned apartment building. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering services including portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based approaches supported by an internal Investment Strategy Group.

Thanh Evoniuk is a financial advisor at Coldstream Wealth Management with four years of industry experience. He holds a Series 65 designation and has previous experience with Rosenbaum Financial, Inc., as well as multiple roles at Portland State University and Perkins & Co. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm offers a team-based approach to wealth management, integrating portfolio management, financial and retirement planning, and fiduciary services, with client portfolios managed through a combination of internal strategies, third-party sub-advisors, and alternative investments.

Darin Sevier is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Rosenbaum Financial Inc for seven years. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves a range of clients including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Katherine Brown is a financial advisor at Coldstream Wealth Management in Portland, OR, holding a Series 65 license with one year of industry experience. Her prior work includes roles at Mortgage Express, LLC and the Courtauld Institute of Art. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm delivers advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering services such as portfolio management, financial planning, and retirement plan fiduciary services.