CoverProfile

Frances Lee

Senior Wealth Management Associate

Coldstream Capital Management Inc

United States, Washington, Bellevue

About Me

Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and graduated with a Bachelor’s in Communications. Frances previous financial work experience has been with Capital One Investing and Umpqua Investments. During her time at Capital One, she solidified a plan to make a career in wealth management.

Profile Information

Senior Wealth Management Associate

Coldstream Capital Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bellevue

Washington

United States

May 15, 2024

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