Kevin Fitzwilson
Managing Shareholder, Team Lead & Board of Directors

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 first team leaders, Kevin soon began assisting the firm with business management and providing oversight on the financial, legal, and accounting activities. Now 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 San Francisco Area-based wealth management firm. Kevin is consistently recognized by Barron’s 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. Keep thinking his face looks familiar? Kevin celebrated his 15 minutes of fame during the 1993 NCAA Basketball Tournament, where he and his team led Santa Clara to beat the #2 seeded Arizona in the first round, and still gets recognized to this day for this accomplishment.

I am a firm believer in maintaining a dedicated mindset. As Jedi Master Yoda says: ‘Do or do not. There is no try.’


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 hereBarron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth management Firms).Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s top-ranked wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. Barron’s verifies that data and applies the rankings formula to the data to generate a ranking, based on assets, revenue, and quality of practice. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. This ranking does not evaluate the quality of services to clients and is not indicative of future performance. Neither the RIA firms nor their employees pay a fee for inclusion in the ranking. for more information on our ranking methodology. Advisors have paid a fee to include their photo and contact information.

TEAM

Fitzwilson, Management, Board of Directors

LOCATION

Bellevue 100

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