Katie Hollway

As Senior Client Service Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions.

She came to Coldstream in 2024, bringing more than 12 years of financial services industry experience. Most recently, she served as Team Lead and Senior Client Associate for Arnerich Massena; prior work also includes having served as Operations & Administration Manager and Client Associate at The Parr McKnight Wealth Management Group and as Client Associate with Wells Fargo Advisors.

Katie earned her B.B.A. in finance from the University of Minnesota Duluth.

THE MOST TREASURED THING I OWN

My sourdough starter – going strong since January 2020.

ONE PIECE OF ADVICE

Trust your instincts!

HOBBIES

I love to hike, cook, bake sourdough bread, and adventure to new places. I’m also a new mom and my favorite thing to do outside of work is spend time with my husband, Bill, and our daughter, Gabrielle.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.