Coldstream Wealth Management

Facts about Coldstream Wealth Management

Description

With offices in Seattle, Bellevue and Lake Oswego, Coldstream Wealth Management is an independent firm offering comprehensive financial p...

Website

HQ Location

Bellevue, WA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Social media accounts of Coldstream Wealth Management

X

Facebook

Linkedin

@coldstream-capital-management

Coldstream Wealth Management employees

General Office Coordinator

Chief Revenue Officer (CRO)

Construction Loan Coordinator for Ascent Capital, a subsidiary of Coldstream

Emily Richardson

Front Office Coordinator

Rachel McCracken

Team Lead and Wealth Manager

Detlef Schrempf

Director Of Business Development

Wealth Manager-Team Lead

Mark Pellegrino

Team Lead & Relationship Manager

Director of Marketing

Wealth Manager & Managing Director, Corporate Development

Wealth Manager & Team Lead

Kevin Fitzwilson

Managing Shareholder & Team Lead / Relationship Manager

Director of Human Resources

Partner and Team Lead/Wealth Manager

Operations Lead

Claudina Campbell

Relationship Manager - Wealth Planner

Senior Client Relations Associate

Alexandra Lambert

Client Team Operations Manager & Senior Private Client Service Associate

Kelsey Lichttenegger

Client Service Operations Manager

Associate Portfolio Manager

Portfolio Manager

Chief Compliance Officer

Client Service Associate

Associate Wealth Manager & Wealth Planner

Richard Merrifield

Team Operations Manager and Senior Wealth Management Associate

Daniels Voyteshonock

Private Client Services

Compliance Officer

Private Client Service Administrator

Associate Portfolio Manager

Private Client Service Administrator (Level I)

Operations Manager

Portfolio Manager

Jennifer Harrison

Senior Client Service Associate

Associate Wealth Manager

Portfolio Manager and Relationship Manager

Frequent questions about Coldstream Wealth Management

How many employees does Coldstream Wealth Management have?

Coldstream Wealth Management has approximately 51-200 employees.

What is Coldstream Wealth Management's industry?

Coldstream Wealth Management is involved in the industry of Investment Management.

Where is Coldstream Wealth Management's headquarters?

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

What is the website of Coldstream Wealth Management?

You may visit their official website at https://coldstream.com

What's the official twitter of Coldstream Wealth Management

The twitter username of Coldstream Wealth Management is @coldstreamsea

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