Phil joined Coldstream in early 2014 with over ten years of experience as Chief Operating Officer with wealth management firms ranging in size from $350M to $2.5B in assets under management. Shaped by both his entrepreneurial upbringing and his engineering training, Phil brings a unique skill-set and mind-set to the position of COO. He also brings a wealth of experience, having previously served in business management and marketing strategy roles at Microsoft and Sprint, and as VP of Operations in the real estate development and energy industries. Phil earned a BS in Petroleum Engineering from the Colorado School of Mines and an MBA from Cornell University.
When not at work, Phil lives in Sammamish with his wife and four kids and enjoys skiing, wakeboarding, and spending time with family.
I want to make Coldstream the type of place where employees truly enjoy coming to work every day. If we build that type of culture, the durability and growth of our business is sure to continue.