Thanh Evoniuk

Senior Wealth Management Associate at Coldstream Wealth Management

Thanh Evoniuk, CPA, serves as a Senior Wealth Management Associate at Coldstream Wealth Management, where responsibilities include developing client relationships, producing financial plans, and managing team workflows. Previous experience includes roles as a Wealth Management Associate and Financial Planning and Tax Associate, where Thanh conducted investment analysis and supported financial planning processes. Thanh possesses a strong educational background with a Master of Science in Finance and multiple degrees in Finance and Accounting from Portland State University, complemented by a Certificate in Organ Performance. Additional contributions include founding the Diversity and Inclusion Committee at Beta Alpha Psi and various internships in tax and accounting at Perkins & Co. and other firms.

Links

Previous companies

Portland State University logo
Beta Alpha Psi (Inactive Page - Go to Beta Alpha Psi International) logo
City of Portland logo
Perkins & Co logo

Org chart