Coldstream Wealth Management jobs and careers

Bellevue, WA, United States

coldstream.com LinkedIn @coldstreamsea

About Coldstream Wealth Management

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.”

Agriculture & Farming Commercial Real Estate Investment Management Advice Finance Financial Services Risk Management Wealth Management

Founded: 1996
Employees: 125
Headquarters: Bellevue

Leadership

The top of Coldstream Wealth Management's org chart, with how many people report into each leader.

KF

Kevin Fitzwilson

Chief Executive Officer

103 reports

NS

Natalie Straub

President, Wealth Management & Team Experience

48 reports

AS

Anne Marie Stonich

Chief Client Experience Officer

26 reports

MS

Matt Sonnen

Chief Operating Officer

13 reports

DC

David Christian

Chief Growth Officer

6 reports

EY

Erika Yelle

Chief Compliance Officer

1 report

BS

Bryan Shipley

Chief Investment Officer

1 report

JH

Josh Harris

President - M&A

1 report

Jobs at Coldstream Wealth Management

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