Kori L. Allen

Prior to joining Coldstream Capital Management, Ms. Allen was a Principal and Portfolio Manager at Western Pacific Investment Advisers in Portland, Oregon.
While working her way through college, she held several positions at Oregon First Bank, and in 1985 served as a legislative aide for an Oregon State Representative.
In 1985, she joined the Pacific Stock Exchange on the options trading floor.
In 1986, she was recruited to join First Options of Chicago (San Francisco, CA), and was responsible for futures, commodities and options trading for professional floor traders and institutional clients.
From 1988 to 1997, she worked for Charles Schwab & Co. During her 9-year tenure, she held positions in trading administration and retail brokerage.
Most notably, she managed a team of brokers serving affluent active traders and supervised total client assets in excess of $500 million.
In recognition of superior client service, Ms. Allen and her teams won several Excellence in Service awards.
A native of Oregon, Ms. Allen attended Willamette University and received a Bachelor of Arts (Honors) Degree in Political Science in 1984 from Portland State University and a Certificate in Central European Studies (Soviet emphasis).