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Vincent Lee

Wealth Manager

Coldstream Capital Management Inc

United States, Washington, Bellevue

About Me

Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax planning and works closely with each client’s professional team (attorney, CPA, etc.) to ensure coordination between investment strategy and estate/tax planning. Vince earned a Bachelor of Business Administration in Accounting from the University of Hawaii and also holds the CERTIFIED FINANCIAL P

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Profile Information

Wealth Manager

Coldstream Capital Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bellevue

Washington

United States

Jul 31, 2024

Work Experience

Coldstream Capital Management Inc

Wealth Manager
Oct 2007 - Present
Email: vince.lee@coldstream.com

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