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Insights

Team: Team Fitzwilson

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October 3, 2022

Michael Pate

As a Client Service Associate, Michael works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Michael’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Michael is able to provide our clients with [...]

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May 18, 2022

Jewels Oliquiano

As a Senior Wealth Management Associate, Jewels works side-by-side with Wealth Managers and Portfolio Managers to ensure our clients financial picture is in focus. Jewels enjoys building personal relationships with the families we serve and understanding their short- and long-term goals. She memorializes those goals and creates a plan to ensure they are achievable. Her [...]

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February 1, 2022

Wendy Holden

Wendy joined the Coldstream Holdings family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Throughout the years, Wendy has been an important member of the team and has branched out into her newest role as a Client Services Associate. Wendy’s prior experience in scheduling client [...]

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February 1, 2022

Jennifer Harrison

As a Wealth Management Associate, Jennifer ensures your comprehensive financial picture is in focus. Jennifer works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. She enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts aspects of [...]

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November 24, 2021

Vince Lee

Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax [...]

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November 23, 2021

Kyle McMahill

After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance.  Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]

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November 23, 2021

Kurt Biederman

As a Wealth Manager, Kurt serves as the primary point of contact, responsible for maintaining a proactive, ongoing relationship with our clients. Through over 10 years of experience as a financial advisor and a previous career as an estate planning attorney, Kurt has helped small business owners, tech executives, and affluent families manage their wealth. [...]

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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

James Walsh

With a true passion for investments and market analysis, James began his career in 1998 when he joined Worldwide Investments Corp. as an equity trader. Prior to joining Coldstream, he worked as an analyst with the Private Client Services group at City National Bank in Beverly Hills, CA. James holds a Bachelors of Arts in [...]

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