COLDSTREAM - Key Persons
Job Titles:
- Business Development Associate
As a Business Development Associate, Alex connects prospective clients with the right advisor and team who can meet their unique financial planning and investment goals. Alex believes wealth management should be customizable and evolve with the milestone changes in our clients' lives. By making genuine connections in the community, Alex hopes to build a network within the comprehensive wealth management space that will benefit future clients. Additionally, Alex conducts market research, develops business strategies, builds client relationships, and identifies new business opportunities.
Prior to joining Coldstream, Alex resided in Colorado where he was the heavily involved in Aspen's basketball and youth community. He was the Director of the Aspen Basketball Club, Head Basketball Coach of the Aspen School District, Program Assistant and Camp Counselor for the Aspen Institute Youth Action Forum, and Athletic Coordinator for the City of Aspen.
Alex was born and raised in the Pacific Northwest and is excited to have returned with the ambition and momentum to engage and give back to the community. "In Colorado, I was able to gain a wholly new perspective of what it means to engage with and support families within a community. Now I'm ecstatic to bring this perspective to our holistic and comprehensive model of Wealth Management at Coldstream."
Alex attended the University of California, Los Angeles where he studied Cultural Anthropology. In 2012 he enrolled at the Art Institute of Seattle to study Audio Design Technology.
Job Titles:
- Director of Client Service
Job Titles:
- CFP
- Chief Wealth Strategist & Board of Directors
- Wealth Management 's Chief Wealth Strategist and a Member
Anne Marie Stonich is Coldstream Wealth Management's Chief Wealth Strategist and a member of the firm's Board of Directors. She also works with clients as a Wealth Manager.
As the firm's Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this role, she collaborates with Coldstream's professional teams to implement and fine-tune company-wide best practices to ensure a top-flight and consistent wealth management experience for clients - including financial planning, investment advisory, tax and estate planning, and insurance solutions.
In working with clients as a Wealth Manager, Anne Marie strives to simplify complex financial and investment issues, believing the approach makes discussions more interesting and engaging and leads to better collective decisions.
Before joining Coldstream, she co-founded Paracle Advisors, where she implemented her long-held philosophy that financial advisors can, and should, do more for families than simply provide advice about their investments. In 2021, Paracle merged with Coldstream, thanks to the firms' shared service culture and professional compatibility. Before co-founding Paracle, Anne Marie worked at Deloitte & Touche as a CPA and Brighton Jones Wealth Management as a lead advisor.
Anne Marie sits on PURE Insurance's Subscribers Advisory Committee (SAC). As a SAC member, she helps provide oversight on PURE's company financials and operations, to ensure they are meeting their obligations to insurance policy holders. Anne Marie's experience as Chief Wealth Strategist also allows her to provide insight into the insurance solutions high-net-worth clients need.
She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, and holds her Series 65 Uniform Investment Adviser license. Anne Marie graduated from the University of Washington with an accounting degree.
Job Titles:
- Senior Client Service Associate
Our clients' lives can be busy and at times stressful. As a Senior Client Service Associate, Ashley is responsible for taking care of the day-to-day tasks that can help simplify our clients' lives. Through executing the daily inflow of time sensitive tasks, Ashley is able to provide our clients with worry free solutions to some of their daily stressors. She enjoys helping clients with their financial needs, so they have more time to spend with family and friends.
Ashley is a detailed and inquisitive person. She finds that by asking more questions, the better equipped she is to find ways to help…even if it's with a simple restaurant recommendation. She finds that she learns a lot about people and about their life by being curious in her approach.
Job Titles:
- Senior Client Service Associate
As a Senior Client Service Associate, Austin aids clients with time sensitive tasks and processes client directed requests. In working closely with Client Services Associates and Relationship Managers, he ensures the administrative aspects of a client's comprehensive wealth plan are taken care of. Austin's close attention to detail and execution of daily tasks provides our clients with worry free solutions to some of their daily stressors.
Austin graduated with a Bachelor of Business Administration from Pacific Lutheran University. His specific field of concentration was Finance and had an opportunity to intern with a financial advisor. Austin was excited to start his career after university at Coldstream and build on his knowledge of client services as an Administrator.
Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and then transitioned to the role of Wealth Manager. Prior to joining Rainier Group, Becky was a Director at Freestone Capital Management, another Seattle-based investment advisory firm. She has also held positions of bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.
Becky has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin. She also has a Masters of Business Administration from the University of Washington. Becky holds designations of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), and she is a member of the CFA Society of Seattle.
As a Portfolio Administrator, Brandon works closely with the Team Portfolio Manager to develop and process portfolio trades. He also collaborates to construct investment commentary. Brandon is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Brandon brings an analytical bent and relentless curiosity to Coldstream. Prior to joining Coldstream, Brandon worked as a Trading Associate at Freestone Capital, where he worked closely with Portfolio Managers, Client Advisors, and Client Service Associates to ensure client portfolios were balanced, trades were executed in order, and accounts were tax loss harvested. Brandon holds a Bachelor of Arts in Business Administration: Finance from Seattle University.
Colby Stirrat is an Associate Wealth Manager on Team Cervantes. He started at Coldstream as a Private Client Services Administrator, after spending several months in Merrill Lynch's financial advisor development program! Colby graduated from Gonzaga University where he earned a Bachelor of Business Administration with concentrations in finance and marketing. During his time at Merrill Lynch, he quickly acquired the Series 7 and Series 66 licenses. Colby's interest for investment management and aptitude for continuous learning has made him a perfect fit within our Coldstream team.
When David joined the firm, we gained a Wealth Manager full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what's best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day.
Bringing peace-of-mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness.
David's favorite part of the financial planning process is getting to know the client. "Just as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach we take to financial planning goes beyond just investment management, as we work to ensure our families are confident in all aspects of their financial lives."
Job Titles:
- Team Lead & Wealth Manager
Heather wears a few different hats as a Team Lead and Wealth Manager. Her primary role is to work closely with Team Paracle to serve the various financial needs of many families. In addition to that role, she works closely with the leadership team to ensure we are thinking proactively about the overall needs of the families we serve and providing a great overall client experience.
Heather's favorite part of the job is learning about families' goals and being a part of helping them to achieve these milestones. Perhaps it's buying a new house, starting a business, saving for children's education, or making the transition into retirement. She finds it very rewarding to be alongside for the journey and see the goals come to fruition. Every decision and action we make is with our clients' and community's best interest in mind.
With 10 years of experience in private wealth management, Katelyn specializes in creating sophisticated financial plans for her clients. As an Associate Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional, she helps prepare for and navigate the unexpected setbacks and opportunities in our clients' lives, by providing approachable action steps that empower them and instill confidence in their financial future. Katelyn is passionate about meeting her clients where they are at in their financial journey by listening to their stories, hearing their concerns, and asking the questions they may have overlooked when thinking holistically about wealth management.
Katelyn holds a Bachelor's in Business Management from Linfield College (now Linfield University). She serves on the advisory panel for the Linfield University Women in Leadership certificate program and feels proud to be working for a financial firm that fosters leadership and career growth opportunities for women in finance.
As a Wealth Manager, Katie is responsible for helping clients identify and achieve their financial goals over time through an approachable and understandable comprehensive wealth management plan. She coordinates with the clients' other trusted advisors (CPA, attorney, insurance agents) to make sure families are covered across the board, and have confidence in their overall financial life.
It is no surprise that Katie's favorite aspects of her role are building strong client relationships and working with a team who shares a similar passion. Katie believes it's the transparency and trust we build with our clients that result in the effectiveness of the services we provide. "Knowing exactly what keeps our clients up at night or just being a friend to vent to about their anxieties is sometimes the best way to help."
Katie holds the professional designation of Certified Financial Planner and her Series 65 Uniform Investment Advisor license. She has a bachelor's degree from State University of New York at Oswego (SUNY Oswego) in Business Administration and a minor in Economics.
She is passionate about working at a firm that gives back to the community, has women in leadership positions, and opportunity to grow.