CoverProfile

Becky Wilcox

Wealth Manager

Coldstream Capital Management Inc

United States, Washington, Edmonds

About Me

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

View more

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

Profile Photo
Ian Curtiss
Wealth Manager
FL
Frances Lee
Senior Wealth Management Associate
Profile Photo
Thanh Evoniuk
Senior Wealth Management Associate
RM
Rachel Mccracken
Team Lead & Wealth Manager

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services