Coldstream Employee Directory

Q: What is Coldstream known for?

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

Q: How many employees does Coldstream have currently?

Coldstream has approximately 245 employees.

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. 

© 2026 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 employees' phone numbers or email addresses

Coldstream Global Highlights

North America
252

United States Of America
250
Canada
2

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Asia
1

Philippines
1

South America
1

Venezuela
1

Coldstream'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 Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Human Resources
Accounting
Other

Contact profiles from Coldstream

Name

Title

Contact Info

Location

Last Update

D. M.
Wealth Manager
Mobile Phone
Email
United StatesIdaho
Mar 06, 2026
G. G.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Nov 17, 2025
J. L. M.
Wealth Manager/Shareholder
Mobile Phone
Email
United StatesAlaska
Sep 12, 2025
J. G. C.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Nov 13, 2025
K. S.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Mar 06, 2026
K. A.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Nov 10, 2025
K. R.
Team Lead And Wealth Manager
Mobile Phone
Email
United StatesOregon
Jan 29, 2026
M. R.
Wealth Manager
Mobile Phone
Email
United States
Feb 25, 2026
T. E.
Associate Wealth Manager
Mobile Phone
Email
United StatesOregon
Sep 05, 2025
J. H.
Client Team Operations Manager
Mobile Phone
Email
United StatesOregon
Feb 24, 2026

Frequently Asked Questions

What is Coldstream known for?

Coldstream was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in Bellevue, Washington 98004 United States; you can contact the main corporate office by phone at

+1-425-283-****

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

What is Coldstream's most common email format?

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

How many employees does Coldstream have currently?

Coldstream has approximately 245 employees as of March 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Coldstream's key employees and leadership?

As of March 2026, Coldstream'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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