Coldstream Wealth Management
Austin Gormley is a finance professional with a Bachelor of Business Administration degree from Pacific Lutheran University, earned in 2021. Currently serving as a Portfolio Administrator at Coldstream Wealth Management since August 2021, Austin has previously held roles including Senior Client Service Associate and Client Service Associate within the same company. Prior experience includes a position as a Junior Associate at Bryan Gormley Wealth Management, where responsibilities involved attending client meetings and analyzing data to address financial needs. Earlier experience at Imagenet LLC as a Data Analyst & Client Services Manager involved preparing health insurance claims data reports, strengthening skills in data analysis and communication.
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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.”