Insights
Location: Bellevue
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
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 [...]
November 23, 2021
Detlef Schrempf
German-born, charismatic, and over 6ft. 10in. tall, Detlef joined Coldstream to help develop strategic relationships and build the business one family at a time. Prior to joining the team, Detlef served as a General Partner at Athlon Ventures, a private equity fund he co-founded in 1999 which invested in venture capital, real estate and other [...]
November 23, 2021
Davis Karaica
Davis joined Coldstream in 2017, starting out as a Private Client Services Administration with a passion for the financial industry. His keen attention to detail and dedication towards clients made for an undeniably great fit on the team. With a “can do” attitude and the initiative to go above and beyond, Davis has been an [...]
November 23, 2021
David Powers
With 25 years of experience in the financial services industry, David specializes in research, market commentary, fund and manager due diligence, and portfolio construction. As a member of Coldstream’s Investment Strategies Group, he engages in macroeconomic research, determining strategic and tactical asset allocation targets, and manager sourcing and due diligence. Prior to joining Coldstream, David [...]
November 23, 2021
Dave Roberts
David brings clarity to complex issues. He leads Coldstream Capital Partners business consulting efforts throughout the country, working with Coldstream’s clients and managing relationships with its strategic business partners. David forges and maintains links with professionals who serve private companies, their owners, and board members. David has assisted business owners in planning and implementing ownership [...]
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