blog

Insights

Team: Wealth Management

blog

November 22, 2021

Anne Marie Stonich

(Pronouns: she/her/hers) Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager. As the firm’s Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this [...]

Read More...

blog

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. [...]

Read More...

Loading...