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Coldstream Wealth Management Enhances Pacific Northwest Team with Addition of Experienced Wealth Manager Kevin Peterson

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

United statesNew yorkState of washingtonMercer islandKevin fitzwilsonKevin petersonJoseph kuoTeam lead for the kirklandHaven tower groupHersman serles almondColdstream holdings incSeidman capital groupWealth managementVictoria serlesTeam leadPacific northwest

Coldstream Wealth Management Merges with Seidman Capital Group and Hersman Serles Almond

/PRNewswire/ Coldstream Wealth Management ("Coldstream") today announced mergers with Seidman Capital Group ("SCG"), a wealth management firm, and Hersman.

United statesShane payetteKevin fitzwilsonBrittany gabeleinClifford hersmanDonald cutler michael duganClient wealth management divisionHersman serles almondColdstream holdings incSeidman capital groupHaven tower groupVictoria serles ledWealth managementVictoria serlesPrivate client wealth management divisionRosenbaum financial

Coldstream Combines with Set of Seattle Firms to Add In-House Services

A pair of affiliated accounting and wealth management firms are merging with Coldstream Wealth Management to ‘pioneer’ expanded approach to client service.

United statesKevin keplerBrittany gabeleinKevin fitzwilsonClifford hersmanMatt sonnenShane payetteSeidman capital groupColdstream wealth managementHersman serles almondHersman managing partner victoriaSenior associate kevin keplerPacific northwestWest coastColdstream managing shareholder kevin fitzwilsonBoston private

Matt Sonnen joins Coldstream Wealth Management as COO

Matt Sonnen has joined Coldstream Wealth Management as chief operating officer and has been charged with improving its back-office operations.

United statesMercer islandKevin fitzwilsonMatt sonnenColdstream wealth managementFocus financial

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

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