Insights
Location: Bellevue
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 Partners, 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 Wealth Management’s Chief Revenue Officer. In this role, Natalie dedicates her efforts to developing and implementing Coldstream’s ambitious strategic growth plans, as well as sharing the positive impact Coldstream has made in the lives of our clients. Additionally, she supports existing wealth management teams and new merger partners by [...]
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 [...]
March 25, 2022
Bill Vipond
Bill Vipond is an independent contractor with Coldstream as a Business Development Officer. Currently Bill is the founder and President of the Vipond Group, a company located in the Pacific Northwest that specializes in the development, marketing, sale, leasing, and acquisition of commercial real estate. Bill has been active in the commercial real estate arena [...]
February 3, 2022
Ryan Oden
When Ryan joined Coldstream in early 2015, he brought with him over 14 years of industry experience and a successful track record of technical leadership and software integration. Ryan is instrumental as our Lead Systems Analyst. He is able to align our technical objectives and goals to the best solutions suited for our business needs. [...]
February 1, 2022
Thomas Ovendale Jr.
Tom serves as the Technical Lead of Investment Banking at Coldstream Capital Partners, where he oversees all analytical operations and plays a pivotal role in shaping deal strategy, financial modeling, valuation, and due diligence across a diverse portfolio of complex transactions. His leadership ensures data-driven decision-making that is integral to the success of each engagement. [...]
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