Insights
Role: Executive Team
June 3, 2025
David Christian
As a member of the firm’s Executive Team, David is responsible for driving organic growth and leading key practice management initiatives. He works closely with each wealth management team to refine their reach while cultivating talent. David is devoted to developing future leaders, helping team members thrive as an advocate and resource for their professional [...]
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’s President of Wealth Management & Team Experience. In this role, Natalie dedicates her efforts to developing and implementing Coldstream’s ambitious vision and strategic plan, while fostering a thriving, people-first workplace culture. Additionally, Natalie supports existing wealth management teams and new merger partners by introducing consistent business planning and coaching [...]
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, financial management and operations, tax, audit, and treasury management. 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 [...]
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
Howard Coleman
Howard serves as Coldstream’s chief legal General Counsel and as a Managing Director with Coldstream’s Fund Management team. 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 [...]
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