Coldstream Wealth Management Employee Directory

Q: What is Coldstream Wealth Management known for?

Coldstream Wealth Management was founded in 1996. Coldstream Wealth Management operates in the Financial Services industry.

Financial ServicesWashington, United States201-500 Employees

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. 

© 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

Find Coldstream Wealth Management employees' phone numbers or email addresses

Coldstream Wealth Management Global Highlights

North America
247

United States Of America
245
Canada
2

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Asia
1

Philippines
1

South America
1

Venezuela
1

Coldstream Wealth Management's Leadership

B. S.
Chief Investment Officer
Mobile Phone
Email
D. C.
Chief Growth Officer
Mobile Phone
Email
P. G.
President
Mobile Phone
Email
P. B.
Fit Insurance Co-Founder & Team Lead
Mobile Phone
Email
T. L.
Partner And Relationship Manager
Mobile Phone
Email
S. U.
Director Of Information Technology
Mobile Phone
Email
M. S.
Wealth Manager
Mobile Phone
Email
R. M.
Business Development Officer, Wealth Manager & Shareholder
Mobile Phone
Email

Coldstream Wealth Management Employee Metrics

100%

50%

2026

2025

2024

Banking
Community & Social Services
Business
Human Resources
Accounting
Other

Contact profiles from Coldstream Wealth Management

Name

Title

Contact Info

Location

Last Update

B. S.
Chief Investment Officer
Mobile Phone
Email
United StatesOregon
Jan 27, 2026
D. C.
Chief Growth Officer
Mobile Phone
Email
United StatesOregon
Jan 27, 2026
P. G.
President
Mobile Phone
Email
Oct 17, 2024
P. B.
Fit Insurance Co-Founder & Team Lead
Mobile Phone
Email
Mar 31, 2023
T. L.
Partner And Relationship Manager
Mobile Phone
Email
Oct 16, 2024
S. U.
Director Of Information Technology
Mobile Phone
Email
Jun 30, 2025
M. S.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Nov 25, 2025
R. M.
Business Development Officer, Wealth Manager & Shareholder
Mobile Phone
Email
United StatesOregon
Jan 29, 2026
R. R.
Team Lead & Wealth Manager
Mobile Phone
Email
United StatesOregon
Oct 09, 2025
C. M.
Client Team Operations Manager
Mobile Phone
Email
United StatesOregon
Nov 11, 2025

Frequently Asked Questions

What is Coldstream Wealth Management known for?

Coldstream Wealth Management was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-425-283-****

. Explore Coldstream Wealth Management's company overview page for more information.

What is Coldstream Wealth Management's most common email format?

Coldstream Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coldstream Wealth Management email formats with LeadIQ.

How many employees does Coldstream Wealth Management have currently?

Coldstream Wealth Management has approximately 239 employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Coldstream Wealth Management's key employees and leadership?

As of February 2026, Coldstream Wealth Management's key employees include:

Chief Investment Officer: B. S.
Chief Growth Officer: D. C.
President: P. G.
Fit Insurance Co-Founder & Team Lead: P. B.
Partner And Relationship Manager: T. L.

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