Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and then transitioned to the role of Wealth Manager. Prior to joining Rainier Group, Becky was a Director at Freestone Capital Management, another Seattle-based investment advisory firm. She has also held positions of bond analyst for GE Financial Assurance and financial advisor at Prudential Securities. Becky has a Bachelor
Becky Wilcox
Wealth Manager
Coldstream Capital Management Inc
United States, Washington, Edmonds
About Me
Profile Information
Wealth Manager
Coldstream Capital Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Edmonds
Washington
United States
Aug 7, 2024
More profiles to browse
RM
Richard Merrifield
Wealth Manager
Chris Chung
Associate Portfolio Manager
Ian Curtiss
Wealth Manager
Hilary Massee Clark
Wealth Manager & Senior Client Team Operations Manager
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University