Anne Marie L. Stonich

Directeur/Membre du Conseil chez Coldstream Capital Management, Inc.

Profil

Ms. Anne Marie L.
Stonich, CPA, is a Chief Wealth Strategist & Board of Directors at Coldstream Capital Management, Inc. She is on the Board of Directors at Coldstream Capital Management, Inc. She is responsible for setting firm-wide communication standards to ensure the families we serve have a positive overall client experience.
She is highly involved with integrating initial financial planning with investment strategy, as well as facilitating discussions with trusted partners in areas of risk management.
As major policy changes occur, she quickly jumps into action to provide perspective and resources to clients.
She has more than 20 years of experience working in the financial services industry.
Prior to joining Coldstream, she co-founded Paracle Advisors in 2004 with two like-minded colleagues because they believed the traditional brokerage models largely underserved investors.
The firm was founded on the belief that advisors can and should bring more to the families they serve beyond just investment advice.
In 2021, Paracle joined forces with Coldstream and today she brings that same mentality.
As a Relationship Manager, she strives to deliver a customized plan that is comprehensive, thoughtful, and clear; a relationship with an Advisor that you trust, who is proactive and keeps you on track, so you have one less thing to worry about.

Postes actifs de Anne Marie L. Stonich

Sociétés	Poste	Début
Coldstream Capital Management, Inc.	Directeur/Membre du Conseil	01/06/2021

Anciens postes connus de Anne Marie L. Stonich

Sociétés	Poste	Fin
Paracle Advisors LLC	Fondateur	23/06/2021

Formation de Anne Marie L. Stonich

University of Washington

Undergraduate Degree