Coldstream Wealth Management Shuffles Leadership Amid Expansion

The leadership changes, announced September 1, mark a strategic push to professionalize the firm’s infrastructure while maintaining the independence of the employee-owned entity. Hannah, a CFA charterholder previously with Emerald Advisors and BlackRock Alternative Advisors, joins the firm’s Guiding Coalition. She will partner with Anne Marie Stonich, who transitions to the role of Co-Chief Client Experience Officer through the end of 2026 before shifting her focus toward expanding the firm's presence in Bend, Oregon, and managing complex family office relationships.

Ian Curtiss, who has served as a wealth manager at the firm since 2021, assumes responsibility for the Wealth Strategy Group. His appointment to the Executive Leadership Team follows a significant growth phase for the company, which has nearly tripled in size since 2021. CEO Kevin Fitzwilson noted that these moves are intended to balance the firm's entrepreneurial roots with the operational rigor required to support an expanding client base.