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Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer

/PRNewswire/ Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced.

United statesMercer islandJoseph kuoLarissa sonnenKevin fitzwilsonColdstream holdings incClient serviceMerrill lynchInformation technologyFirm strategic growthHaven tower groupVeteran operations executiveSupporting firmStrategic growth initiativesWealth managementMatt sonnen

Coldstream Wealth Brings Adds Chief Revenue Officer from Schwab

Natalie Straub is now dedicating herself to Coldstream’s “ambitious” growth initiatives and scaling its business.

United statesNatalie straubKevin fitzwilsonCharles schwabColdstream wealth managementChief revenuePacific northwestColdstream managing shareholder kevin fitzwilsonNorthern californiaMarin countySan francisco bayParacle advisorsRosenbaum financial

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

/PRNewswire/ Coldstream Wealth Management ("Coldstream") today announced a merger with LWM Wealth Management ("LWM" and "Legacy"), a Kenai, Alaska-based.

United statesMercer islandJoseph kuoKevin fitzwilsonMark griffinRoger reynoldsAdvisory servicesHaven tower groupMichelle mcglasson client servicesColdstream holdings incPacific northwestWealth managementParacle advisorsRosenbaum financialMichelle mcglassonClient services associate

Coldstream Wealth Management Acquires LWM Wealth Management in Alaska

Coldstream Wealth Management moves into Alaska market with acquisition of $170 million AUM LWM Wealth Management

United statesMark griffinRoger reynoldsKevin fitzwilsonColdstream bellevueClient services associate michelle mcglassonColdstream wealth managementParacle advisorsMercer islandRosenbaum financialColdstream managing shareholder kevin

Controversial capital gains tax spooks wealthy Washington residents as some unload their stocks

Controversial capital gains tax spooks wealthy Washington residents as some unload their stocks
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United statesAviel ginzburgKevin lisotaSatya nadellaAnne marie stonichKristi mathisenSteven boydWashington technology industry associationNorthern trust in seattleBigstock photoWall street journalMicrosoft buildGeekwire photoDow jones industrial averageMarie stonichColdstream wealth