Insights

May 1, 2023

Coldstream’s New Chief Operating Officer

In Coldstream Happenings

SEATTLE – May 1, 2023 — We are excited to announce the appointment of Matt Sonnen as Chief Operating Officer. In this role, Sonnen will continue to build out Coldstream’s operational platform and identify opportunities to scale and systematize its business. He will report to Kevin Fitzwilson, Managing Shareholder.

In this role, Sonnen, with over 25 years of industry experience, will work to standardize and optimize back-office operations for the multiple registered investment advisor (RIA) partners that have joined the firm over the past few years. In addition, he will be tasked with simplifying the onboarding of future merger partners as the firm’s growth accelerates. The firm’s Operations, Information Technology, Performance Reporting, Client Service, and Salesforce CRM teams will report to Sonnen. Read the complete press release here.

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