Melody M. Behnke
Wealth Manager at Coldstream
- Role
- Wealth Manager at Coldstream
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Melody M. Behnke
Melody Behnke applies her vivacious personality and extraordinary discipline from more…
Experience
Wealth Manager
Jul 2024 — Present · Portland, OR, US
I advise families on investments and financial planning, with focuses on portfolio construction, building long-term cash flow models, and helping pass wealth between generations. I continue to serve the families I worked with at Arnerich Massena prior to our merger with Coldstream in July 2024.Coldstream Holdings Inc. is an independent, 100% employee owned financial services company with a family of complementary services delivering best-in-class solutions to enhance the lives of successful individuals and families. Our complementary services include Coldstream Wealth Management, Ascent Capital (private RE lending), Coldstream Risk Management (P&C insurance), HSA (accounting/tax prep) and The Rainier Group (investment banking/consulting). Coldstream was founded in 1996 and has offices in Bellevue, Mercer Island, Kirkland & Seattle, WA, Portland, OR, Boise, ID, Kenai, AK.
Education
Portland State University
Master's degree, Business Administration and Management, General
2000 — 2005
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