

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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