Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Bellevue
Roles
- Board of Directors
- Executive Team
- Wealth Manager
Kevin Fitzwilson
Managing Shareholder & Wealth Manager
A relatable and passionate leader, Kevin has spent his entire career in financial services, providing advice to high-net-worth families and individuals for over 30 years. Kevin has a personal approach and is committed to helping our clients enhance their lives and reach their goals, financial and otherwise. As Coldstream’s Managing Shareholder, Kevin has primary responsibility for Coldstream’s strategic planning and company direction. Prior to joining Coldstream, he served as Vice President and Portfolio Manager with a Silicon Valley based wealth management firm. Barron’s consistently recognizes Kevin as a top Financial Advisor in Washington State. He holds a Bachelor of Science in Civil Engineering from Santa Clara University, where he attended on a full athletic basketball scholarship and is a member of the University’s athletic hall of fame.
Kevin lives on Mercer Island with his wife and family. He loves spending time on Lake Washington and up in the local mountains. Kevin celebrated his 15 minutes of ‘fame’ during the 1993 NCAA Basketball Tournament, where he and his team led Santa Clara to beat #2-seeded Arizona in the first round.
THE MOST TREASURED THING I OWN
My health is the most treasured thing I own. It is so important to enjoy the journey of life!
ONE PIECE OF ADVICE
As Master Yoda says – ‘Do or do not. There is no try.’
HOBBIES
Undoubtedly, any nice day on the lake is a good day. I also like hiking, running, and lifting weights.
KEVIN’S BARRON’S DIRECTORY BIO
Profile pages in Barron’s are available only for ranked advisors. Data on assets are taken from the most recent Barron’s ranking. Click here for more information on our ranking methodology. Advisors have paid a fee to include their photo and contact information.
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.
Recent Article Contributions
March 25, 2024
Coldstream Recognized on Barron’s 2024 Top Advisor Rankings by State
We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year! We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details on Barron’s website here. Disclaimers [...]
Contributions from: Kevin Fitzwilson
February 7, 2023
The Path Ahead in 2023
When you go through a year like 2022, sometimes it’s a good idea to take a deep breath and digest everything that happened before looking back. Now that we’re into February, I’m ready to do that. For Coldstream, it was a year of contradictions. On the one hand, markets experienced extended bouts of volatility, with [...]Contributions from: Kevin Fitzwilson
August 30, 2022
Employee-Owned and Committed to Client Service
We believe broad employee ownership is one of the best ways to align our interests with our clients – leading to better service and long-lasting relationships. Even so, it seems like this ownership model, more and more, is becoming the exception, not the rule, especially for wealth management firms like ours. The reason is directly [...]Contributions from: Kevin Fitzwilson