firstname.lastname@example.org | 425.283.1600
A relatable and passionate leader, Kevin has spent his entire career in wealth management providing investment and financial advice to high-net-worth families and individuals for over the past 25 years. Kevin has a personal approach and is committed to helping his clients enhance their lives and reach their goals, financial and otherwise. One of Coldstream’s first team leaders, Kevin soon began assisting the firm with business management and providing oversight on the financial, legal, and accounting activities. Now as Coldstream’s Managing Shareholder, Kevin has primary responsibility for Coldstream’s strategic planning and company direction. Prior to joining Coldstream, he served as Vice President and Portfolio Manager with a San Francisco Area-based wealth management firm. Kevin is consistently recognized by Barron’s as a top Financial Advisor in Washington State. He holds a Bachelor of Science in Civil Engineering from Santa Clara University, where he attended on a full athletic basketball scholarship and is a member of the University’s athletic hall of fame.
Kevin lives on Mercer Island with his wife and family. He loves spending time on Lake Washington and up in the local mountains. Keep thinking his face looks familiar? Kevin celebrated his 15 minutes of fame during the 1993 NCAA Basketball Tournament, where he and his team led Santa Clara to beat the #2 seeded Arizona in the first round, and still gets recognized to this day for this accomplishment.
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My health is the most treasured thing I own. So important to enjoy the journey of life!
As Master Yoda says – ‘Do or do not. There is no try’.
Without a doubt, any nice day on the lake is a good day. I also like hiking, running, and lifting weights.
Fitzwilson, Management, Board of Directors