Coldstream Wealth Management
Becky Wilcox, CFA, FRM, serves as a Wealth Manager at Coldstream Wealth Management since April 2017. Prior experience includes roles as Director of Portfolio Management at The Rainier Group from April 2014 to April 2017, and Director at Freestone Capital Management from June 2002 to April 2014. Additional roles include Bond Analyst at GE Financial Assurance, Summer Associate at Lehman Brothers, and various positions at Oliff & Berridge, PLC, and Wells Fargo Advisors. Becky Wilcox holds an MBA in Finance from the UW Foster School of Business and a Bachelor of Arts in Humanistic Studies from McGill University.
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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.”