Coldstream Management Team
Contact top employees from
Coldstream
Summary
Coldstream is a private company that has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at Bellevue, Washington, USA. The number of employees ranges from 25 to 100. The annual revenue of Coldstream varies between 5.0M and 25M. To connect with Coldstream employee register on SignalHire.
Organization Website | coldstream.com |
Social Links |    |
Phone Number | 425-283-1600 |
Industries | |
Headquarters Location | One 100th Ave. NE, Suite 102, Bellevue, WA, 98004 US |
Employees Size | 200-500 employees |
Specialties | Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, Endowments and Foundations, Retirement Plan Services |
SIC Code | 6199 |
DMA Code | Seattle Metropolitan Area |
Founded | 1996 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Merged |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2003 | Privately Held | 25 - 100 | < 1M | $350K | |
| 2000 | Privately Held | 25 - 100 | 2.9M | $0 | |
| 2005 | Privately Held | 10-50 | - | $- | |
| 2019 | - | 1-10 | - | $- |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the coldstream.com website. In November, traffic decreased to 14967, compared to 15017 in the previous month. The highest traffic in 2025 was recorded in August, reaching 16048 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Coldstream shows a diverse range of experience levels:
2% have been with the company for less than 1 year10% for 1–2 years17% for 3–4 years17% for 5–7 years10% for 8–10 years45% have over 11 years of service at ColdstreamEx-employees positions
In Company
In New Company
Contact top employees from
Coldstream
Natalie Straub
President, Wealth Management & Team Experience
Danielle McDonald
Integration Manager
Hilary Massee Clark
Wealth Manager & Senior Team Operations Manager
Jesse Martorano
Compliance Associate
Brian Holt
DAS Strategist
Jacob Jones
Client Services Associate
Noel Sanchez
Associate Wealth Manager
Amanda Lee
Administrative Assistant
Jake Karavias
CSA
David Christian
Chief Growth Officer
Cade Hampson
Client Service Associate
Jack Arsenian
Tax Associate
Kevin Fitzwilson
Chief Executive Officer
Thomas Ovendale
Technical Lead - Investment Banking
Kendall Acheson
Wealth Manager
Jocelyn Stephens
Senior Client Service Associate
Samra Meyer
Senior Client Service Associate
Dina Liening
Team Operations Manager & Senior Wealth Management Associate
Heather Hamamoto
Senior Wealth Management Associate
Nick Buckley
Associate Portfolio Manager
Jaime Johnson
Operations Department Specialist
Daniels Voyteshonock
Wealth Management Advisor
Scott Schuler
Portfolio Manager
Todd Hobson
Wealth Manager, Shareholder
Shelly Kapoor
Manager of Business Integrations
Thanh Evoniuk
Associate Wealth Manager
Nicholas Running
Associate Wealth Manager
Similar Companies
FAQ
Coldstream operates in the Finance industries. More details can be found on the official website: coldstream.com.
The headquarters of Coldstream are located in Bellevue, United States.
You can contact Coldstream by phone at 425-283-1600.
Coldstream currently employs 200-500 people.
Coldstream's revenue is approximately 24.7M.
Well-known competitors of Coldstream include Campbell Wealth Management, Covenant Family Wealth Advisors, Allen Capital Group and Sherwood Financial Partners.
