Anne Marie L. Stonich
Directeur/Bestuurslid bij Coldstream Capital Management, Inc.
Profiel
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.
Actieve functies van Anne Marie L. Stonich
Bedrijven | Functie | Begin |
---|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Directeur/Bestuurslid | 01-06-2021 |
Eerdere bekende functies van Anne Marie L. Stonich
Bedrijven | Functie | Einde |
---|---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Oprichter | 23-06-2021 |
Opleiding van Anne Marie L. Stonich
University of Washington | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Paracle Advisors LLC
Paracle Advisors LLC Investment ManagersFinance Paracle Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mercer Island, Washington. The firm was founded in 2004 by Elliot Brink, Joshua Harris, and Anne Marie Stonich. Paracle Advisors offers investment advisory services to individuals, business entities, trusts, estates, foundations and charitable organizations. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |