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Jennifer Estner

Jennifer Estner

Associate Portfolio Manager at Coldstream Capital Management Inc.

Portland, OR , United States

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

OrganizationRoleDate RangeDetails
ColdstreamAssociate Portfolio ManagerJun 2025 to Present
Cable Hill PartnersChief Compliance Officer, TraderAug 2022 to Jun 2025
Ameriprise Financial Services, LLCParaplannerSep 2021 to Jul 2022
Raymond JamesFinancial Advisor AssistantJul 2019 to Jul 2021
Street 14 CafeBusiness OwnerOct 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)

NameRoleLocation
Bryan Carr
Bryan Carr
Portfolio ManagerKirkland, WA , United States
Bryan Shipley
Bryan Shipley
Chief Investment OfficerPortland, OR , United States
Chris Chung
Chris Chung
Associate Portfolio ManagerBellevue, WA , United States
Daniel Yeung
Daniel Yeung
Portfolio Manager and ShareholderMercer Island, WA , United States
Darin Sevier
Darin Sevier
Associate Portfolio ManagerPortland, OR , United States
Nick Buckley
Nick Buckley
Associate Portfolio ManagerPortland, OR , United States
Scott Schuler
Scott Schuler
Portfolio ManagerBothell, WA , United States
A
Apma Dallas
Portfolio Manager Coldstream Dividend Growth StrategiesKirkland, WA , United States
Calm Qi
Calm Qi
Associate Portfolio ManagerKirkland, WA , United States
C
Christine Arnerich
PrincipalPortland, OR , United States
Showing 1-10 of 14 team members

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