Coldstream Wealth Management
Colleen Pedey, CFP, is a seasoned financial professional with extensive experience in wealth management and client services. Currently serving as a Wealth Management Associate at Coldstream Wealth Management since October 2021, Colleen has previously held significant roles including Associate Portfolio Consultant at Schwab Private Client Investment Advisory from October 2009 to January 2013 and Operations Manager at Charles Schwab from March 2004 to October 2009. Since January 2013, Colleen has also worked at Charles Schwab as a Team Manager in Client Service and a Branch Network Client Relationship Consultant, demonstrating expertise in managing client relationships and enhancing operational efficiency.
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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.”