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Jennifer Estner
Associate Portfolio Manager at Coldstream Capital Management Inc.
About
Jennifer Estner is an Associate Portfolio Manager at Coldstream Capital Management Inc. in Portland, Oregon, where she works alongside Portfolio Managers to execute daily trades, monitor portfolio models, and rebalance accounts. She is a member of the firm’s Investment Strategy Group, collaborating on market analysis and making portfolio recommendations at the firm level, with a particular focus on ESG and sustainable investing portfolios.
Jennifer’s investment expertise centers on constructing and managing multi-asset portfolios, with an emphasis on environmentally and socially responsible investment (ESG) strategies. Her role involves contributing to firm-wide investment strategy discussions and portfolio construction, drawing on her analytical strengths and deep engagement with sustainability within portfolio management.
Prior to Coldstream, Jennifer served as Chief Compliance Officer and Trader at Cable Hill Partners, and as a Paraplanner at Ameriprise Financial Services. She earned a BA in Comparative Literature from the University of Oregon and a PhD in Germanic Languages, Literatures, and Linguistics from Columbia University, and has also held FINRA Series 7 and 66 licenses, underpinning her credibility and qualifications in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coldstream | Associate Portfolio Manager | Jun 2025 to Present | — |
| Cable Hill Partners | Chief Compliance Officer, Trader | Aug 2022 to Jun 2025 | — |
| Ameriprise Financial Services, LLC | Paraplanner | Sep 2021 to Jul 2022 | — |
| Raymond James | Financial Advisor Assistant | Jul 2019 to Jul 2021 | — |
| Street 14 Cafe | Business Owner | Oct 2012 to Jan 2020 | — |
Education
University of Oregon
Bachelor of Arts - BA, Comparative Literature
1997 — 2001
Columbia University in the City of New York
Doctor of Philosophy - PhD, Germanic Languages, Literatures, and Linguistics
Others at Coldstream Capital Management Inc. (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Kirkland, WA , United States | |
| Chief Investment Officer | Portland, OR , United States | |
| Associate Portfolio Manager | Bellevue, WA , United States | |
| Portfolio Manager and Shareholder | Mercer Island, WA , United States | |
| Associate Portfolio Manager | Portland, OR , United States | |
| Associate Portfolio Manager | Portland, OR , United States | |
| Portfolio Manager | Bothell, WA , United States | |
A Apma Dallas | Portfolio Manager Coldstream Dividend Growth Strategies | Kirkland, WA , United States |
| Associate Portfolio Manager | Kirkland, WA , United States | |
C Christine Arnerich | Principal | Portland, OR , United States |
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