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Insights

Role: Board of Directors

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November 23, 2021

Michael Butler

Chairman & CEO of Cascadia Capital, Michael Butler leads the firm and the firm’s Energy Environment and Sustainable Technologies practice. In addition, he is focused on the strategic direction and growth of the firm. Michael has been involved in over 100 transactions while at Cascadia Capital. Prior to co-founding Cascadia Capital, Michael served as a [...]

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November 23, 2021

Kevin Fitzwilson

A relatable and passionate leader, Kevin has spent his entire career in wealth management, providing investment and financial advice to high-net-worth families and individuals for over the past 25 years. Kevin has a personal approach and is committed to helping his clients enhance their lives and reach their goals, financial and otherwise. One of Coldstream’s [...]

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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 [...]

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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 [...]

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November 23, 2021

Dave Roberts

David is the Team Lead 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 [...]

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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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