Insights
Location: Bellevue
November 23, 2021
Jeff Skall
Jeff joined Coldstream and Ascent Capital in 2016 and has over 30 years of real estate experience. With his first job as a commercial real estate appraiser, Jeff has a strong foundation in real estate and understanding all of the factors that influence value. Jeff spent almost 15 years with Weyerhaeuser Real Estate Company and [...]
November 23, 2021
James Walsh
With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in [...]
November 23, 2021
Howard Coleman
Howard serves as Coldstream’s chief legal General Counsel and as a Managing Director with Coldstream’s Fund Management team. With a varied background, Howard brings a wealth of legal and investment expertise to Coldstream. Beginning his career at the Seattle firm of Riddell, Williams, Bullitt and Walkinshaw, Howard focused on securities related litigation and regulatory issues [...]
November 23, 2021
Hilary M. Clark
(Pronouns: she/her/hers) Hilary has two roles at Coldstream Wealth Management. As a Wealth Manager, she helps families with their financial planning, investments, taxes, insurance, and estate plans. As a Team Lead, she manages a group of professionals, focusing on growth, career development, and excellent client service. A compassionate and sincere self-starter, Hilary joined Coldstream in [...]
November 23, 2021
Gunnar Ildhuso
As a Wealth Manager, Gunnar provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, [...]
November 23, 2021
Glen White
Glen’s expertise is in taxation and the financial / legal structures of corporate ownership. Glen has served in leadership roles in the various companies he has worked for. He has also served as an external consultant for other companies. Glen’s operational and management titles have ranged from department manager to COO and his experience spans [...]
November 23, 2021
Frances Lee
Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and [...]
November 23, 2021
Evan Fisher
Evan is a Managing Director and member of the leadership team at Coldstream Capital Partners, specializing in investment banking advisory services for middle-market companies. He is a lead advisor on mergers and acquisitions, leveraged buyouts, recapitalizations, raising growth capital, and management buyouts. Evan is dedicated to serving as a trusted advisor, helping business owners successfully [...]
November 23, 2021
Erika Yelle
A Seattle native from the Beacon Hill neighborhood, Erika joined Coldstream in September of 2002 after 15 years with a local self-clearing brokerage firm managing the Operations division. Originally joining as Director of Operations and internal hedge fund accounting, Erika quickly began to enhance and expand her skills. Now serving as Chief Compliance Officer, she [...]
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