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

More profiles to browse

JC
Joe Cervantes
Wealth Manager-Team Lead
DP
David Powers
Portfolio Manager
Profile Photo
Roger Reynolds
Partner, Co-Founder, Team Lead & Wealth Manager
Profile Photo
Bryan Carr
Portfolio Manager

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Joy Bunzel
Client Services
Sierra Investment Management