Coldstream Wealth Management
Alexandra Lambert serves as the Client Team Operations Manager at Coldstream Wealth Management since December 2015, where involvement spans all aspects of client service, including administrative tasks, trading, and financial planning. Prior to this role, Alexandra held positions at George R. Pierce & Associates, starting as a Financial Assistant and quickly advancing to Operations Manager, overseeing interns and daily operations. Experience also includes serving as a Financial Assistant at First Tech Federal Credit Union, supporting financial advisors and mentoring new assistants, as well as being a Financial Advisor at Pacific Capital Resource Group, where Alexandra obtained multiple financial licenses and established a new BNI group. Alexandra holds a Bachelor of Science in Mathematics from Washington State University, completed in 2004.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”