Insights
Location: Bellevue
June 15, 2023
Nicole Benson
(Pronouns: She/Her/Hers) As a Senior Human Resources (HR) Generalist, Nicole collaborates with our Director of Human Resources on various initiatives centered around team member engagement, training, and development. She is responsible for our handbook policies, coordinating onboarding of new team members, and administration of 401(k) and benefits plans. Nicole also handles performance management, team member [...]
May 12, 2023
Mitch Jackson
(Pronouns: He/Him) As a Senior Accountant & A/P Lead, Mitch handles the monthly accounting for Coldstream Capital Management Inc. and the holding company, Coldstream Holdings, Inc. He assists our tax preparer and auditors with all necessary filings and supervises our accounts payable and expense reporting. Starting out at Coldstream, Mitch managed the accounting for Rainier [...]
May 1, 2023
Matt Sonnen
Matt Sonnen has over 25 years of experience in the financial services industry. As Chief Operating Officer, Matt manages all aspects of Coldstream’s operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth. In addition, Matt will also oversee the firm’s Information Technology, Performance Reporting, Client Service, and [...]
December 8, 2022
Danielle Uemura
As a Wealth Management Associate, Danielle aids clients with time sensitive tasks and processes client-directed requests. Danielle makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
October 25, 2022
Alanna Quinn-Jones
(Pronouns: she/her/hers) As a Client Service Associate with Coldstream Risk Management, Alanna consistently delivers outstanding customer service. She provides property and casualty insurance information to new clients and helps service current clients to process their claims. Alanna is often entering policies, issuing evidence of insurance and auto ID cards, and collaborating with clients on billing. [...]
October 18, 2022
Mackenzie Fenner
(Pronouns: she/her/hers) As a Marketing Coordinator, Mackenzie contributes to and creates content across a variety of channels that support Coldstream’s strategic goals to enhance brand awareness. She provides coordination for a variety of marketing content including traditional and digital marketing, email campaigns, social media, and affiliate marketing initiates. Mackenzie began her career at Coldstream as [...]
August 1, 2022
Ian Lung
As a Client Services Associate, Ian works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Ian works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Ian is intentional, process [...]
August 1, 2022
Ethan Luxton
As a Wealth Management Associate, Ethan aids clients with time sensitive tasks and processes client-directed requests. Ethan makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
July 13, 2022
Fan Zhang
Fan is a Senior Analyst with Coldstream Capital Partners, focused on researching and developing materials related to industry trends and macroeconomic dynamics impacting clients. By understanding economic and market trends, Fan provides critical analytical and due diligence support in merger and acquisition transitions. Fan also creates company valuations based on comparative and discounted cash flow [...]
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