Insights
Role: Executive Team
May 1, 2023
Matt Sonnen
Matt Sonnen has over 25 years of experience in the financial services industry. As Chief Operating Officer, Matt manages all aspects of Coldstream’s operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth. In addition, Matt will also oversee the firm’s Information Technology, Performance Reporting, Client Service, and [...]
February 28, 2023
Garrett Dean
Pronouns: he/him As Operations Manager, Garrett oversees our operations department. He works across teams to create, manage, and execute project plans for our internal operations initiatives. Garret also works closely with our Client Service team to continue optimizing our client experience. He diligently trains the Operations Associates on his team to ensure they can maintain [...]
June 1, 2022
Natalie Straub
(Pronouns: she/her/hers) Natalie Straub is Coldstream Wealth Management’s Chief Revenue Officer. In this role, Natalie dedicates her efforts to developing and implementing Coldstream’s ambitious strategic growth plans, as well as sharing the positive impact Coldstream has made in the lives of our clients. Additionally, she supports existing wealth management teams and new merger partners by [...]
November 24, 2021
Tara McDonald
Tara joined Coldstream in 2017 after working with the firm for over a year as our human resources consultant. She possesses over 16 years of experience providing advice, counsel, and hands‐on HR services to a variety of small to medium‐sized businesses in the Puget Sound area. She also has over 25 years of recruiting experience, [...]
November 23, 2021
Lauren Te
A Certified Public Accountant with extensive global experience in accounting, payroll, financial management, and operations, 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 in corporate environments. At [...]
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
Howard Coleman
Howard joined Coldstream through the company’s acquisition of Genesee Investments in 2011. 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 and became a partner in 1991. [...]
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 [...]
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