Insights

November 12, 2018

Coldstream Holdings Inc. Announces Addition of Board Member, Heather Redman

In Coldstream Happenings

Coldstream Holdings, Inc. (CHI) is pleased to announce the addition of Heather Redman to their Board of Directors.

Heather joins Coldstream’s board at an important threshold point with the company. Coldstream has successfully integrated two mergers (George Pierce & Associates and The Rainier Group) over the past two years. With the addition of Rainier Group’s consulting division, Coldstream has additional resources to formalize the company’s efforts toward continued merging with complementary regional wealth management and related financial services firms and new capabilities to serve clients. Heather also brings an important network of relationships, experience, and intellectual capital to these efforts.

Ms. Redman serves as the Co-Founder and Managing Partner of Flying Fish Partners. She was formerly the VP Business Operations & General Counsel at Indix Corporation, Senior VP at Summit Power Group, and Executive and Senior VP at AtomShockwave, Inc., Getty Images, Inc., and PhotoDisc, Inc.

She is a well-known technology investor in the Pacific Northwest and is experienced in corporate development and finance, business development, and intellectual property strategy. She has led the negotiations for the successful sale of companies and negotiated many acquisitions on the buy side.

“I am excited about the opportunity to join Coldstream’s Board of Directors. This region has grown dramatically and has emerged as one of the key regions in the world for innovation, development, and entrepreneurialism. Coldstream has a stellar reputation and I look forward to helping the company and its employees and clients enjoy continued success,” says Ms. Redman.

Ms. Redman sits on the following other boards: Beneficial State Bank (Audit Committee and Technology Committee), Yesler, Inc., the Washington Technology Industry Association (Vice Chair), the Greater Seattle Chamber (Immediate Past Chair), the Hawthorn Club, and is a Regent at Washington State University.

Ms. Redman holds a JD (with distinction) from Stanford and her BA from Reed.

“We spent several years looking for someone with Heather’s unique background and experience to join our Board. We look forward to partnering with her to help Coldstream Holdings and its affiliates continue bringing best-in-class solutions and services to our clients and strategic partners,” says Kevin Fitzwilson, CHI Board Member and Managing Shareholder of Coldstream Wealth Management.

 

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 [...]