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Rapidly Scaling Financial Services Firm Shifts Structure to Address Unique Opportunities of a Non-PE-Backed Growth Strategy
SEATTLE, July 16, 2025 /PRNewswire/ -- Coldstream today announced it has enhanced its leadership team structure to improve processes, and refine roles and responsibilities, as the company successfully reached its three-year growth goals well ahead of schedule.
Kevin Fitzwilson, formerly the Managing Shareholder, has been named Chief Executive Officer. In this role, he will continue to be accountable to the shareholders and board of directors, oversee the implementation of the firm's long-term strategy and work directly with the firm's leadership and complementary business line teams.
"Coldstream has more than doubled in size in every area of our business over the past three years, and with that growth comes the need to evolve how we operate," Fitzwilson said. "To capitalize on this continued growth while remaining independent and free of private equity influence, we must provide greater clarity in ownership, decision-making, communication, and how we work across teams."
Additional Leadership Changes
Coldstream streamlined its senior leadership team and developed new roles.
Natalie Straub, President, Wealth Management & Team Experience
Josh Harris, President, M&A
As President, M&A, Harris will continue to lead the firm's Marketing and…
Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience
Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning
Appointments strengthen Coldstream's client experience, planning and investment leadership as the firm continues its next stage of growth
BELLEVUE, Wash., Sept. 1, 2026 /PRNewswire/ -- Coldstream, an employee-owned financial services firm headquartered in Bellevue, today announced that Megan Hannah will join the firm as Chief Client Experience Officer and that Ian Curtiss has been promoted to lead the firm's Wealth Strategy Group.
The moves reflect the firm's continued investment in leadership development, succession planning and the client experience infrastructure needed to support its next stage of growth. They are also a part of Coldstream's ongoing effort to build durable teams around the areas that matter most to clients, including financial planning, investment strategy, family office services and coordinated advice delivery.
"As Coldstream continues to grow, we are investing in the leadership and infrastructure needed to keep delivering the client experience our families expect from us," said Kevin Fitzwilson, Chief Executive Officer of Coldstream. "Megan brings the judgment, operational experience and client-first mindset…
Krista Charlton, CFP®, joins firm to enhance regional client service capabilities.
SEATTLE, Feb. 5, 2026 — Coldstream announced today that it has opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families in the Greater Bend region.
“Our firm is built on empowering our employees to deliver exceptional service to their clients wherever they want to be, and this office will enable us to better support our growing client base in the Bend community,” said Stonich. “We have long worked with this community, and we’re thrilled to have a permanent Bend office to call home.”
The firm also welcomed Krista Charlton, CFP®, to the team supporting the region. Charlton joins Coldstream from Ascent Capital, where she served as an advisor and director of operations for 14 years. She earned a Bachelor of Business Administration with a focus on finance from the University of Phoenix. She became a Certified Financial Planner® in 2014 and holds…