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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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 [...]

February 7, 2023

The Path Ahead in 2023

When you go through a year like 2022, sometimes it’s a good idea to take a deep breath and digest everything that happened before looking back. Now that we’re into February, I’m ready to do that. For Coldstream, it was a year of contradictions. On the one hand, markets experienced extended bouts of volatility, with [...]

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson