Coldstream leadership changes

Insights

September 1, 2026

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

In Coldstream Happenings

Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning

Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth

Coldstream, an employee-owned financial services firm headquartered in Bellevue, today announced that Megan Hannah will join the firm as Chief Client Experience Officer and that Ian Curtiss has been promoted to lead the firm’s Wealth Strategy Group.

The moves reflect the firm’s continued investment in leadership development, succession planning and the client experience infrastructure needed to support its next stage of growth. They are also a part of Coldstream’s ongoing effort to build durable teams around the areas that matter most to clients, including financial planning, investment strategy, family office services and coordinated advice delivery.

Read the full press release here.

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