Melody M. Behnke

Wealth Manager at Coldstream

Role
Wealth Manager at Coldstream
Location
Portland, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Melody M. Behnke

Melody Behnke applies her vivacious personality and extraordinary discipline from more…

Experience

  1. Wealth Manager

    Coldstream

    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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Melody M. Behnke — Wealth Manager at Coldstream in Portland, OR, US | Unifers