Insights
Role: Board of Directors
November 13, 2024
Rush Benton
Rush Benton’s career in the wealth industry spans nearly four decades. He brings extensive M&A experience to Coldstream having been involved in 70+ wealth firm M&A transactions. Until recently, Rush served as a C-suite executive at CAPTRUST, where he played a key role in driving significant growth and scaling the firm for more than a [...]
July 1, 2024
Reegan Rae
Reegan Rae brings big-picture perspective to her role as a Coldstream Team Lead. She understands how to fit together the puzzle pieces of portfolio management, wealth planning, family office services, non-profit investment services, and generational planning. Reegan also works directly with clients as a Wealth Manager, helping them identify their mission, vision, and values and [...]
November 23, 2021
Kevin Fitzwilson
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to high-net-worth families and individuals for over 30 years. Kevin has a personal approach and is committed to helping our clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Managing Shareholder, Kevin has primary responsibility [...]
November 23, 2021
Josh Harris
As Managing Director, Corporate Development, Josh is responsible for setting firm-wide standards geared towards ensuring the families we serve have a positive client experience. As a Wealth Manager he is highly involved in integrating his clients’ initial financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management. He is consistently looking [...]
November 23, 2021
Heather Redman
Heather is Co-Founder & Managing Partner at Flying Fish Partners, a venture firm investing in artificial intelligence, machine learning and robotics companies. She serves on the boards of Beneficial State Bank (Lead Independent Director and member Audit & Technology Committees), Yesler, Inc., Coldstream Holdings Inc., Greater Seattle Metropolitan Chamber (immediate past Chair), Washington Technology Industry Association [...]
November 23, 2021
Dave Roberts
David is the Managing Director and a Principal at Rainier Group, which advises business owners in planning and implementing ownership and management transitions. David joined Rainier Group in 1988 and leads the company in providing comprehensive and specialized advice in the areas of business transition planning and its coordination with personal, family, and estate goals [...]
November 22, 2021
Anne Marie Stonich
(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this [...]
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