Insights
Location: Bellevue
November 23, 2021
Lauren Te
A Certified Public Accountant with extensive global experience in accounting, financial management and operations, tax, audit, and treasury management. Lauren has worked in public accounting and private industry in Singapore, Ireland, the Philippines and the U.S. With over 25 years of accounting and banking experience, Lauren is equally adept to working in both start-ups and [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
November 23, 2021
Kurt Biederman
As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to families, individuals and business owners for over 30 years. Kevin has a personal approach and is committed to helping our team members and clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Chief Executive [...]
November 23, 2021
Jordan Lau
As an Associate Wealth Manager, Jordan is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
November 23, 2021
Joe Cervantes
Joe Cervantes is a Team Lead & Wealth Manager who specializes in providing comprehensive wealth management services including estate and financial planning for affluent individuals and families. For over three decades, he has focused on enriching his clients’ lives by providing tailored financial planning methodologies to address complicated investment, estate, and tax planning issues. With [...]
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 [...]
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