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
NB
Norman Bell
Wealth Manager
HK
Heather Kessler
Team Lead & Wealth Manager
JW
James Walsh
Portfolio Manager
Bryan Carr
Portfolio Manager
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc