Portland, OR SW Morrison St Office

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Christopher Mcrae is a Series 65-licensed financial advisor at Coldstream Wealth Management with nine years of industry experience. He previously worked at Cable Hill Partners, LLC for five years and Fisher Investments for four years. Mcrae is based in Portland, OR. Coldstream Wealth Management is an employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Reem Rizk Hunter is a CFP® and holds a Series 66 license with 5 years of experience in the financial services industry. She currently works at Coldstream Wealth Management and previously held roles at Cable Hill Partners, LLC and Raymond James Financial Services, Inc. Prior to her finance career, she worked at The Cheesecake Factory for eight years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to various alternative investments.

Kendall Acheson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Coldstream Wealth Management and previously worked at Cable Hill Partners, LLC, and Raymond James and Associates. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing a team-based approach supported by an internal Investment Strategy Group.

Ian Powers is a financial advisor at Coldstream Wealth Management in Portland, OR, holding the Series 65 designation with less than one year of industry experience. His work history includes roles at Coldstream Wealth Management and George Fox University. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Meredith Stewart is a CFP® professional with seven years of industry experience, currently with Coldstream Wealth Management in Portland, OR. Her prior experience includes roles at Cable Hill Partners, LLC, Ameriprise Financial Services, Inc., Family Solutions, the US Forest Service, The Ojai Foundation, and The Nature Conservancy. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across a multi-team structure. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Nicholas Running is a Series 65-licensed advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he worked at Cable Hill Partners and spent ten years with Portland State University. He serves as a board member on the finance committee of the Oregon Repertory Singers, a nonprofit organization. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering services that include portfolio management, financial and retirement planning, family advisory, and fiduciary retirement plan services.

Robert Young is a CFP® and Series 65 credentialed advisor at Coldstream Wealth Management with six years of industry experience. Prior to joining Coldstream in 2025, he worked at Cable Hill Partners, LLC and Fisher Asset Management. He also held a position at the University of Portland from 2015 to 2017. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management, financial planning, and retirement plan services.

Shelby Desiervo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. Prior to joining Coldstream, Shelby worked for 11 years at Cable Hill Partners LLC. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a broad range of services including portfolio management, financial planning, and access to alternative investments.

Trevor Scambray is a Series 66-licensed financial advisor with Coldstream Wealth Management in Portland, OR, bringing three years of industry experience. Prior to joining Coldstream, he worked at LPL Enterprise and The Prudential Insurance Company of America. His background also includes roles outside of financial services, notably at Rock Creek Country Club and DoorDash. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach that serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates portfolio management with comprehensive financial and retirement planning, supported by an internal Investment Strategy Group and a broad affiliate network.

Anthony Rue is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. His prior experience includes roles at Cable Hill Partners, LPL Financial, Bank of America, Merrill, Tru Independence Asset Management, and U.S. Bancorp Investments. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Ryan Christensen is a financial advisor at Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cable Hill Partners, LLC, Manulife Asset Management (US) LLC, and John Hancock. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, and retirement plan advisory, utilizing team-based investment approaches supported by an internal Investment Strategy Group.

Bethany Purkapile is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has previously worked at Cable Hill Partners, LLC, SLOY, DAHL & HOLST, LLC, The Standard, and Benedictine Women's Service Corp. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, providing portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Jennifer Estner is a financial advisor with Coldstream Wealth Management in Portland, OR, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cable Hill Partners, Ameriprise, Raymond James Financial Services, and Cameron-Lattek LLC. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolio management, financial planning, and access to a broad range of alternative investments and affiliated services.