Insights
Role: Executive Team
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 [...]
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. [...]
November 22, 2021
Alison Hudders
As Director of Marketing, Alison is responsible for the development and management of our marketing strategy and Coldstream brand. With over 20 years of marketing experience, she brings an extensive knowledge of the full marketing lifecycle. She drives the creation of integrated marketing and communications programs for both internal and external audiences. Prior to joining [...]
November 22, 2021
Alexandra Lambert
(Pronouns: she/her/hers) With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. [...]
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