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 238 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. 

© 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 employees' phone numbers or email addresses

Coldstream Global Highlights

North America
239

United States Of America
237
Canada
2

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Asia
1

Philippines
1

Coldstream's Leadership

A. M. S.
Chief Client Experience Officer / Board Member
Mobile Phone
Email
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

Contact profiles from Coldstream

Name

Title

Contact Info

Location

Last Update

T. E.
Associate Wealth Manager
Mobile Phone
Email
United StatesOregon
Sep 05, 2025
J. H.
Client Team Operations Manager
Mobile Phone
Email
United StatesOregon
Nov 11, 2025
D. S.
Associate Portfolio Manager
Mobile Phone
Email
United StatesOregon
Oct 27, 2025
D. K.
Hr Business Partner & Office Manager
Mobile Phone
Email
United StatesOregon
Nov 13, 2025
A. S.
Lead Advisor
Mobile Phone
Email
Oct 23, 2024
D. R.
Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
D. L.
Team Operations Manager & Senior Wealth Management Associate
Mobile Phone
Email
Sep 10, 2025
G. M.
Manager
Mobile Phone
Email
United StatesKentucky
Oct 22, 2024
I. C. C. C. C.
Associate Wealth Manager & Wealth Planner
Mobile Phone
Email
Oct 18, 2024
J. S.
Business Development Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Coldstream known for?

Coldstream 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'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 238 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Coldstream's key employees and leadership?

As of December 2025, Coldstream's key employees include:

Chief Client Experience Officer / Board Member: A. M. S.
Chief Investment Officer: B. S.
Chief Growth Officer: D. C.
President: P. G.
Fit Insurance Co-Founder & Team Lead: P. B.

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