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. © 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.
7-day free trial · no credit card
Verified contacts
200
available on Kipplo
LinkedIn employees
263
201 to 500 range
Open roles
—
no listings
Distinct roles
90
indexed titles
Tech stack
6
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 200 verified contacts at Coldstream
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AH
Alison H.
Director of Marketing · Advertising & Marketing
EmailPhone - GD
Garrett Dean
Director of Operations · Operations
EmailPhone - JH
Josh Harris
Wealth Manager & Managing Director, Corporate Development · Finance & Accounting
EmailPhone - TM
Tara McDonald
Director of Human Resources · Human Resources
EmailPhone - BW
Becky Wilcox
Wealth Manager · Finance & Accounting
EmailPhone - DM
Danielle McDonald
Client Team Operations Manager · Customer/Client Service
EmailPhone - DS
Darin Sevier
Associate 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
Showing 9 of 200 verified contacts
Top roles at Coldstream
90 distinct titles indexed · top 10 shown.
- 22wealth manager
- 21client service associate
- 15wealth management associate
- 9associate portfolio manager
- 8associate wealth manager
- 8senior wealth management associate
- 6client services associate
- 6portfolio administrator
- 6senior client service associate
- 4office administrator
- +80more titles
Sign up to unlock all 200 contacts at Coldstream
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 200 verified contacts at Coldstream
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.