Shelby Desiervo
Team Lead & Wealth Manager at Coldstream Wealth Management
- Role
- Team Lead & Wealth Manager at Coldstream
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Shelby Desiervo
Coldstream is an employee-owned, independently-operated wealth management firm that’s…
Experience
Team Lead & Wealth Manager
Jun 2025 — Present
Lead a team of 23 exceptional wealth management professionals. Serve as financial advisor for a select group of high-net-worth families and individuals.
Education
University of Oregon
Bachelor of Arts (BA)
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