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 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
Josh Harris
As President of M&A, Josh is responsible for setting firm-wide standards and maintaining a strong company culture centered on employee-ownership, independence, and enhancing our colleagues’ and clients’ lives. In this role, Josh is the first point of contact to meet with and learn about prospective merger partners. Having sat on both sides of the table [...]
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 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 [...]
November 22, 2021
Anne Marie Stonich
(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Client Experience Officer and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Client Experience Officer, Anne Marie leans on her more than 20 years of experience working in the financial services industry. [...]
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