A relatable and passionate leader, Kevin has spent his entire professional career in wealth management serving in a variety of client relationship, administrative support, and leadership roles. Joining Coldstream only a year after it opened its doors, Kevin soon began assisting with business management and providing oversight on the financial, legal, and accounting activities for the firm. Prior to starting with Coldstream, he served as Vice President and Portfolio Manager with a San Francisco Area-based wealth management firm. Now as Coldstream’s Managing Shareholder, Kevin has primary responsibility for Coldstream’s strategic planning and company direction. Kevin holds a Bachelors 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.’