Coldstream Capital Management Inc

Coldstream Capital Management Inc, a Delaware Corporation established in 1991, currently employs 61 individuals, with a majority of 46 employees working in advisory roles. Although the number of clients served by the firm remains unknown, its SEC status is reported as 'Approved' as of July 23, 1991.

• DAVID GORDON ROBERTS

  BOARD DIRECTOR owns less than 5%

• ELAINE HELLER

  RELATIONSHIP MANAGER owns more than 5% but less than 10%

• ERIKA ENG YELLE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• GARY RUBENS

  BOARD DIRECTOR owns less than 5%

• HEATHER ANN BELL REDMAN

  BOARD DIRECTOR owns less than 5%

• HOWARD A. COLEMAN

  CHIEF INVESTMENT OFFICER owns less than 5%

• JOHN MICHAEL OREHEK

  BOARD DIRECTOR owns less than 5%

• KEVIN MICHAEL FITZWILSON

  PRESIDENT; CHAIRMAN OF BOARD owns more than 25% but less than 50%

• MICHAEL JOSEPH BUTLER

  BOARD DIRECTOR owns less than 5%

• PHILIP THOMAS PLATT

  SECRETARY; CHIEF OPERATING OFFICER owns more than 5% but less than 10%

• ROGER CLIFFORD REYNOLDS

  BOARD DIRECTOR owns more than 10% but less than 25%

• GRANT THORNTON LLP
  United States
• MOSS ADAMS LLP
  United States

• Cornerstone Advisors Inc
• Third Stage Investment Group LLC
• Boone Wealth Advisors LLC
• THE H GROUP WASHINGTON, INC.
• RL Evans Co Inc
• Glacier Peak Capital LLC
• Joslin Capital Advisors LLC
• Auxano Advisors LLC
• Rainier Group Investment Advisory LLC
• Financial Resources Groupcom LLC

• Investment Portfolio Update: Coldstream Capital Management Q2 2022 vs. Q4 2022