Coldstream
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.
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Verified contacts
199
available on Kipplo
LinkedIn employees
244
201 to 500 range
Open roles
—
no listings
Distinct roles
84
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 199 verified contacts at Coldstream
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Decision-makers and verified team members
199 contacts with verified email or phone · masked until revealed.
- KB
Kurt Biederman
Wealth Manager Shareholder · Finance & Accounting
EmailPhone - TM
Tara McDonald
Director of Human Resources · Human Resources
EmailPhone - BW
Becky Wilcox
Wealth Manager · Finance & Accounting
EmailPhone - BC
Bryan Carr
Portfolio Manager · Finance & Accounting
EmailPhone - EB
Ej Brink
Portfolio Manager and Relationship Manager · Finance & Accounting
EmailPhone - EH
Elaine Heller
Relationship Manager · Sales & Business Development
EmailPhone - GD
Garrett Dean
Operations Manager · Operations
EmailPhone - HK
Heather Kessler
Wealth Manager · Finance & Accounting
EmailPhone - IC
Ian Curtiss
Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 199 verified contacts
Top roles at Coldstream
84 distinct titles indexed · top 10 shown.
- 19wealth manager
- 18client service associate
- 11wealth management associate
- 8senior client service associate
- 8senior wealth management associate
- 7associate wealth manager
- 6associate portfolio manager
- 4client services associate
- 4client team operations manager
- 4portfolio manager
- +74more titles
Sign up to unlock all 199 contacts at Coldstream
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