I applied online. The process took 2 weeks. I interviewed at Coldstream Capital Management (Portland, OR) in Sep 2025
Interview
I had a conversation with their recruiter and they even sent over a case study for me to complete. The recruiter asked that I complete it by the end of the week which I was happy to accommodate. After completing the case study, I didn’t hear anything from the company. After 2 weeks I followed up but as expected it was radio silence from the company. Their core values are integrity/trust and team( just to list a few) but it appears they don’t practice what they preach. Best of luck interviewing with them!
Interview questions [1]
Question 1
Why I wanted to work for them and if I had experience utilizing Schwab’s custodial platform.