blog

Insights

June 11, 2014

Coldstream Hire

In Coldstream Happenings

phil_plattPhil Platt joins Coldstream as COO

Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer.  In addition to his more than 10 years of Chief Operating Officer experience, he brings to Coldstream a broad business acumen, shaped by years of diverse responsibilities with Microsoft and Sprint, as well as in the real estate development and oil services industries. Platt earned a B.S. in petroleum engineering from the Colorado School of Mines and an MBA from Cornell University. “We are excited to have Phil join the Coldstream management team. His leadership, financial and operational skills will enhance the client and employee team-member experiences across all our affiliate companies,” says Kevin Fitzwilson, Managing Partner.

About Coldstream
Established in 1996 in Bellevue, Washington, Coldstream serves the unique needs of affluent families, companies, and foundations throughout the United States.  With approximately $1.4 billion of assets under advisement, Coldstream also specializes in 401k plan design, risk management, and financial advisory services.

Related Articles

November 9, 2023

Coldstream Welcomes Wealth Manager Kevin Peterson

SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]

October 2, 2023

Coldstream Merges with Seidman Capital Group and Hersman Serles Almond

SEATTLE – Oct. 2, 2023 – We are excited to announce our mergers with Seidman Capital Group (“SCG”), a wealth management firm, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Based in Kirkland, Washington, the two affiliated businesses were co-founded by industry pioneer Victoria Serles, a CPA who has more than 40 [...]

May 1, 2023

Coldstream’s New Chief Operating Officer

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 [...]