Elaine Heller
Relationship Manager at Coldstream Capital Management
- Role
- Relationship Manager at Coldstream
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
Jan 2001 — Present
Coldstream is an independent, employee owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It primarily directs customized portfolios invested in Global Equity, Global Fixed Income, and Alternatives. Coldstream was founded in 1996 and is based in Bellevue, WA with over $1.1 billion in client assets under advisement.
Education
University of Washington
Bachelor of Arts (B.A.)
1982 — 1986
Skills
- High Net Worth Individuals
- Investments
- Asset Allocation
- Financial Advisory
- Equities
- Asset Management
- Fixed Income
- Financial Planning
- Management
- Pensions
- Wealth Management
- Alternative Investments
- Investment Advisory
- Portfolio Management
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