Insights
Location: Bellevue
October 18, 2022
Mackenzie Fenner
(Pronouns: she/her/hers) As a Marketing Specialist, 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 [...]
July 12, 2022
Zach Hammond
Zach is an Analyst with Coldstream Capital Management, focused on working with the business development and technical teams. Zach’s primary responsibilities include developing client content, analyzing technical elements of deals, researching and documenting market trends, and deal sourcing. Through a critical and analytical lens, Zach is able to provide due diligence support in merger and [...]
June 27, 2022
Jake Karavias
As a Client Service Associate, Jake aids clients with time sensitive tasks and processes client-directed requests. In working closely with Wealth Management Associates and Wealth Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of. Jake is committed to enhancing our clients’ lives by providing worry free solutions to [...]
June 1, 2022
Natalie Straub
(Pronouns: she/her/hers) Natalie Straub is Coldstream’s President of Wealth Management & Team Experience. In this role, Natalie dedicates her efforts to developing and implementing Coldstream’s ambitious vision and strategic plan, while fostering a thriving, people-first workplace culture. Additionally, Natalie supports existing wealth management teams and new merger partners by introducing consistent business planning and coaching [...]
May 23, 2022
Jasmin Garcia
(Pronouns: she/her/hers) After previously working for Make-A-Wish Alaska and Washington, Jasmin joined Coldstream with solid organizational skills and a passion for helping clients. Jasmin began her career at Coldstream as a Client Services Associate. She transitioned roles within Coldstream and began as a Marketing Specialist in 2019 and promoted to Marketing Manager in 2025. With [...]
March 28, 2022
Calm Qi
As an Associate Portfolio Manager, Calm works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Calm is also part of our Investment Strategy Group (ISG) and collaborates with other Coldstream Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations. Calm enjoys identifying emerging trends [...]
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