Coldstream Wealth Management
Mark Rosenbaum is an experienced wealth management professional currently serving as Team Lead and Wealth Manager at Coldstream Wealth Management since October 2021. In this role, Mark oversees the Portland office and acts as a primary point of contact for clients, utilizing a comprehensive approach to planning and investing. Prior to this, Mark was the President and CEO of Rosenbaum Financial, Inc. from 1977 until October 2021, where responsibilities included reviewing clients' portfolios to identify risk and tax sensitivities, as well as creating investment portfolios that leveraged both public and private market opportunities. Mark's educational background includes a degree from Lewis & Clark College, where studies were completed from 1974 to 1977.
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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.”