Coldstream’s New Chief Revenue Officer

In Coldstream Happenings

SEATTLE – June 15, 2022 — We are excited to announce the appointment of Natalie Straub as Chief Revenue Officer. She will report to Kevin Fitzwilson, Managing Shareholder.

In this newly created role, Natalie will dedicate her efforts to developing and implementing our ambitious strategic growth plans, as well as sharing the positive impact the firm has made in the lives of our clients. Additionally, she will support existing wealth management teams and new merger partners by introducing consistent business planning and coaching programs that reinforce each wealth manager’s goals and also work to scale Coldstream’s business, positioning us for continued success. Read the complete press release here.

Insights Tags

Press Release

Back to Insights

June 3, 2025

Cable Hill Partners Joins Coldstream

SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle. This partnership brings together two firms with shared values and a client-first mindset. With Coldstream’s roots dating back [...]

May 7, 2025

What is something important you learned from your mother and father about money and finances?

In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025

Bike to Work Month: Why We Do It

This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

June 15, 2022