Portland, OR NE Holladay St Office

Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an 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 and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.

Rupa Raman is a financial advisor at Coldstream Wealth Management in Portland, OR, holding the CFA® designation and Series 63 license. Raman has worked in the financial services industry since 2011, with prior experience at Principal Financial Group, Standard Insurance Group, Oregon State Treasury, and Cflow LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 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.

Matthew Sampson is a Certified Financial Planner (CFP®) at Coldstream Wealth Management with five years of industry experience. His prior roles include positions at Arnerich Massena, Inc., Ferguson Wellman Capital Management Inc., Brighton Jones, First Republic, and Summitry. 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 using a team-based approach supported by an internal Investment Strategy Group.

Ryland Moore is a financial advisor at Coldstream Wealth Management with 11 years of industry experience. He holds a Series 65 credential and previously worked for Arnerich Massena for 12 years. Outside of his advisory role, he is involved with Live Water Properties, LLC, where he serves as a sales associate and independent contractor specializing in farm and ranch market analysis. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering tailored portfolio management and access to a range of alternative investments and affiliated services.

Lindsay Hessel is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Icon Financial Services LLC and Icon Savings Plan. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients through team-based wealth management supported by an internal Investment Strategy Group.

Nicholas Rodwick is a financial advisor at Coldstream Wealth Management with a Series 65 designation. He has prior experience at Cable Hill Partners and Washington Federal Bank, as well as a background that includes service in the Marine Corps. 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 institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering portfolio management and comprehensive financial planning services.

Keely Suratt is a Series 65-licensed financial advisor with Coldstream Wealth Management in Portland, OR, with three years of industry experience. Prior to joining Coldstream, she worked at Fisher Investments for six years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Nicholas Buckley is a CFA® charterholder at Coldstream Wealth Management with approximately seven years of industry experience. His prior roles include positions at Arnerich Massena, Meketa Investment Group, and Nike. Coldstream Wealth Management is an SEC-registered adviser managing around $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses team-based wealth management supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan fiduciary services.

Heidi Smart is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Johnson Bixby, Private Client Services, and Securities America. 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 services such as portfolio management, financial planning, and retirement plan fiduciary services within a team-based advisory model.

Krisztian Jeszenszki is a financial advisor at Coldstream Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Coldstream, he worked at Fisher Investments for three years and has experience with the Boys and Girls Club of Hungary. He has also been involved with Barsony Holsters and Belts LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

David Janec is a financial advisor at Coldstream Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. Coldstream Wealth Management is an SEC-registered 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 portfolio management, financial and retirement planning, family advisory, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Bryan Shipley is a CFA® charterholder with over 20 years of industry experience. He is currently an advisor at Coldstream Wealth Management, having joined the firm in 2024 after a long tenure at Arnerich Massena, Inc. Bryan serves on multiple investment advisory committees for funds and portfolio companies where client assets are invested, including Morrison Street Capital Funds and Water Asset Management. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering diversified portfolio management, financial planning, and access to a range of alternative investments and in-house capabilities.