Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”

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Coldstream Wealth Management

Coldstream Wealth Management's headquarters in Bellevue, WA, United States

Kevin Fitzwilson

Bryan Shipley

Anne Marie Stonich

David Christian

Natalie Straub

Matt Sonnen

Josh Harris

Erika Yelle

The Wealth Management Team at Coldstream Wealth Management specializes in providing personalized financial guidance and comprehensive wealth management services to high net-worth clients. This team, comprising wealth managers, associates, and operational managers, works collaboratively to develop tailored investment strategies, optimize financial plans, and ensure the seamless execution of wealth management processes, helping clients achieve their financial and lifestyle goals with peace of mind.

Wealth Management Team

The Client Services team at Coldstream Wealth Management is dedicated to providing exceptional support to high-net-worth clients. This team facilitates efficient account management, assists with portfolio administration, and ensures seamless communication between clients and the firm. Their goal is to enhance client satisfaction by addressing inquiries, coordinating operational activities, and delivering personalized service to help clients achieve their financial and lifestyle objectives.

Client Services

The Portfolio Management Team at Coldstream Wealth Management is responsible for constructing, monitoring, and adjusting investment portfolios to meet the unique financial goals of high net-worth clients. This team works collaboratively to conduct financial analysis, manage risk, and implement strategic asset allocation, ensuring optimal performance and alignment with client objectives.

Portfolio Management Team

This department manages client service operations and ensures efficient support for client-related activities.

Client Operations

The Operations Team at Coldstream Wealth Management ensures seamless execution of everyday activities by managing client account processes, coordinating transactions, and enhancing system efficiencies. They support the firm's financial advisors and clients by maintaining operational excellence and ensuring compliance with regulatory standards.

Operations Team

This department manages the administrative functions and operations of the organization.

Coldstream Wealth Management

Org chart

Teams

Wealth Management Team

Client Services

Portfolio Management Team

Client Operations

Operations Team

Administration Services

Offices

Coldstream Wealth Management

Org chart

Teams

Wealth Management Team

Client Services

Portfolio Management Team

Client Operations

Operations Team

Administration Services

Offices

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