Profile
Ms. Rebecca S.
Wilcox, CFA MBA, is a Relationship Manager at Rainier Group Investment Advisory LLC.
She is previously responsible for driving her team’s portfolio management efforts, including asset allocation and macro strategy analysis.
She also provides support on manager due diligence and serves as a key member of the Investment Strategy Group.
She has more than 15 years’ experience in the investment advisory business in a variety of capacities, including portfolio management, research and trading.
Prior to arriving, Ms. Wilcox was a Director at Freestone Capital Management, a Seattle-based investment advisory firm.
She has also held positions as bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.
Ms. Wilcox has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin.
She also obtained a Master’s of Business of Administration from the University of Washington.
Becky holds both the Chartered Financial Analyst and Financial Risk Manager designations, and is a member of the CFA Society of Seattle.
Former positions of Rebecca Sue Wilcox
| Companies | Position | End |
|---|---|---|
Rainier Group Investment Advisory LLC
 Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Portfolio Manager-Equities | - |
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | - |
Training of Rebecca Sue Wilcox
| McGill University | Undergraduate Degree |
| University of Washington | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Rainier Group Investment Advisory LLC
Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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